Fees, receipts, and banking
How do I reconcile condominium fee payments without spreadsheets?
If every payment means opening a statement, finding the unit in a spreadsheet, and confirming the paid month by message, month-end becomes manual and fragile. Bank sync is optional: when the hints are sufficient, Condo allocates automatically; ambiguous cases remain visible as exceptions.
See a month-end close with bank records and receiptsHow to stop searching for every transfer, unit, and receipt at month-end.
If every payment means opening a statement, finding the unit in a spreadsheet, and confirming the paid month by message, month-end becomes manual and fragile. Bank sync is optional: when the hints are sufficient, Condo allocates automatically; ambiguous cases remain visible as exceptions.
How Condo reconciles condominium fee payments
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Optional bank syncMovement arrives
Movements become available to classify in the month-end close.
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Enough hintsAuto-allocated
Amount, IBAN, unit, and history identify a clear match. Fee, balance, and receipt update.
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Ambiguity or exceptionException review
A missing reference, partial payment, or conflicting hints stay visible for an administrator decision.
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Context readyAnswer with proof
Movement, allocation, receipt, and history stay connected so the team does not reopen a spreadsheet.
What this automation does not promise
It does not blindly allocate every transfer. Automation is used when the hints are sufficient; the exception queue protects balances and receipts when a case is not clear.
Sources
See Condo in operation
Bring a transfer without a reference or a partial payment.
We show when Condo allocates automatically and how it resolves a case that needs additional context.
See a month-end close with bank records and receipts