Saving a reconciliation to the Monthly Tracker
After running reconciliation, save the results to the Monthly Tracker so you can revisit them in future sessions.
1
Run reconciliation
Upload Purchase Register and GSTR-2B, then click ▶ Run Reconciliation.
2
Verify the period
GSTAgent auto-detects the month from invoice dates. Check the Period field next to the Save button — it should show the correct month (e.g. Apr 2026). Correct it if needed.
3
Click Save to Tracker
Click Save to Tracker. The results, summary statistics, and all invoice rows are stored securely for this month.
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Save to Tracker button with period selector
💡 Each save overwrites the previous save for the same month. Re-running reconciliation and saving again will update the stored data for that month.
Loading a saved month's report
1
Go to Monthly Tracker
Click Monthly Tracker in the sidebar.
2
Select the correct Financial Year
Use the FY dropdown to select the year (e.g. 2026-27 for April 2026 – March 2027).
3
Click a saved month card
Months with saved data show a green ✓ Done badge. Click the month card to load that month's reconciliation.
4
Review results
The Results tab opens with the saved data. All filter pills (Matched, Not in Books, etc.) work on the loaded data. You can also export it.
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Monthly Tracker grid showing Apr-Mar with Done/Pending states
Understanding match rate and ITC at risk
Match Rate
% of invoices found in both PR and 2B. Higher is better — 90%+ is a healthy portfolio.
ITC Claimed
Total input tax credit on matched invoices — amount you can claim without risk.
ITC at Risk
Tax on invoices not in GSTR-2B or not in Books — amount that may be disallowed.
💡 ITC at risk is an indicator, not a final determination. Invoices in “Timing Pending” status may appear in next month's GSTR-2B as suppliers catch up on filing.
Deleting a month's record
If you need to redo a month's reconciliation from scratch, delete the saved record first.
1
Go to Monthly Tracker
Open the Monthly Tracker tab and select the correct FY.
2
Click Remove on the month card
On the month card you want to delete, click ✕ Remove (appears at the bottom of Done cards).
3
Re-run and save
Upload fresh data, run reconciliation, and save again. The tracker will update for that month.
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Month card with Remove button highlighted
Full-year ITC summary
At the top of the Monthly Tracker, three summary tiles show the aggregate position across all saved months for the selected FY.
Total ITC Claimed
₹34,28,500
💡 These figures are computed from saved months only. Months not yet reconciled (Pending) are not included in the totals.
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Annual summary tiles at top of Monthly Tracker