Match payments to leases

UnitDesk imports your bank transactions from your accounting package or from a CSV or Excel file and matches each payment to the right lease and the right month, so you no longer reconcile rent by hand.

How UnitDesk does this

1. You import your transactions: straight from your accounting package, or as a CSV or Excel file downloaded from your bank. A line that was imported before is recognised and never booked twice.
2. For each transaction, UnitDesk suggests a lease based on the amount, the date and the counterparty. Whether a tenant pays by bank transfer or by direct debit, the payment lands where it belongs.
3. You confirm the suggestions, assign a transaction to a lease yourself, or mark it as noise that has nothing to do with rent. A wrong match can be undone.
4. Every matched payment counts immediately in the rent and arrears overview, per tenant and per month.

The link between a payment and a lease stays visible: you can always see which transaction settled which month’s rent. That is the difference between a spreadsheet and property management software.

UnitDesk has no live bank feed and does not collect rent; it follows what arrives in your account.