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Bank activity and transaction review

Understand a categorization request waiting to start

Track a queued request without starting another copy.

Updated 2026-11-11

Waiting to start means the categorization request has been queued. It is an active background request, even when the number of new suggestions has not increased yet.

  1. Open Categorization status and expand Background categorization.
  2. Read the number left to check and any current processing message.
  3. Check the request again as it progresses, then review the resulting suggestions and exceptions.

Queued work and missing source data differ

A queued request operates on bank records already available to Institution. If your concern is a transaction absent from the feed, inspect bank sync and source coverage separately; categorization cannot create missing bank evidence.

The Categorize missing control can remain unavailable while the request is active. This prevents overlapping requests from being treated as the normal way to make progress. If the status cannot load, use the status-check controls before retrying. You can still inspect existing categories and source details while waiting. When the request finishes, compare current coverage with its run counts and resolve flagged evidence questions. Waiting to start does not establish a completion time, and the final suggestion will still need the appropriate review before it is used in accounting.

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