In the Books layout, open Categories and choose Needs category to focus on bank activity without a usable category. This is a practical starting point when the bank feed is loaded but account choices still need attention.
- Choose Needs category from Category status.
- Click the transaction in the Ledger account column and choose the appropriate account.
- Save the choice, then check the row’s updated category and any remaining review state.
When the account you need is missing
Use Open chart of accounts to add a compatible ledger account before returning to the transaction. Selecting an unrelated existing account solely to remove the uncategorized label can hide the question without answering it.
Review the description, business purpose, and money direction before choosing an account. The label Uncategorized Cash Inflow or Uncategorized Cash Outflow describes an unresolved account choice, not a recommendation about its eventual treatment. After saving, the row may leave the Needs category view because the filter no longer matches. Switch to All categories to locate it again. A saved category and a posted journal remain separate stages, so inspect the accounting status if posting is your goal.
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