1. M-Pesa statement
Paste a CSV export or rows copied from a spreadsheet, with the header row. A business portal export works as is.
Columns used
2. Who should pay
Columns: name and amount, plus phone and an account or member number if you have them.
Results
Collected
Still owed
Paid in full
Money to sort out
Everyone on the list
| Name | Due | Paid | Status | Matched by | Reminder |
|---|
Needs a person
These payments fit more than one person on your list. They are not counted until you decide.
Not on your list
Money in from people the list does not know: a new member, a different phone, or someone paying for a friend.
Reminder message
Use {first}, {name}, {owed}, {paid} and {due}. The WhatsApp button on each row opens a chat with this text when the list has a phone number.