How do I get started with Meses in my first month?
Your first month with Meses (meses.ai) comes down to four steps: connect your records, upload the bank statement for the same month, review the payments Meses leaves as suggested or needs review and, if you want, update your sheet with a plan you approve. Nothing is written before you approve it.
1. What to prepare for your first reconciliation
- Have your records of residents, units and expected dues ready in Google Sheets, Excel or CSV.
- Download the original bank statement PDF for the month you want to reconcile.
- If you use Google Sheets, follow how to connect Google Sheets.
2. Pick the property and month to start with
- Open “+ Reconcile a month” in the sidebar.
- Select the property and the month. Each reconciliation is saved for that combination.
3. Upload the two sources
- Add your records, then the bank statement PDF.
- Meses finds the records from the workbook’s structure; you do not need to rename sheets or change your layout.
- While it runs, you see real stages and counts, not invented percentages.
4. Review calmly
- Payments end up matched, suggested or needs review.
- Start with the pending ones: open each, look at the evidence, then confirm, reassign or classify.
- If something does not add up against the bank, the result says so instead of hiding it.
5. Update your sheet, if you want
- Open the change plan and choose the changes you want written.
- Meses writes to Google Sheets only the changes your team reviews and approves, and confirms each one was written correctly.
- If you are not happy with the outcome, you can undo the whole apply.
6. The following month
Repeat the process with the new statement. With your sheet up to date and last month's payments recorded, review is usually simpler. To understand the statuses, see how Meses decides who a payment belongs to.