The Categorized filter helps find bank activity with category information. A category displayed on a source record can be a suggestion, a saved choice, or an account associated with a recorded entry. Read the detail before treating all categorized rows as completed accounting.
- Choose Categorized under Category status.
- Open a transaction’s description or Inspect action.
- Check its category evidence, saved category, and Book status to understand what has actually happened.
A useful follow-up view
This filter can help review whether proposed accounts make sense across a set of transactions. It should not replace the review of source corrections, imports, or reconciliation. Those tasks have their own states and evidence.
If you are looking for a row that has no account choice, return to All categories or Needs category. A category filter combined with a method filter can make the view especially narrow. Before using a bulk action, confirm that the matching count and visible rows represent the intended group. The existence of category text alone does not prove that a ledger entry was approved or that the bank statement has been reconciled.
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