Choose Posted at bank in the Bank status filter to focus on transactions the bank has reported as posted. This is a source status. It does not tell you that the transaction has been approved, reconciled, or posted to Institution Books.
- Open the bank activity filters and select Posted at bank.
- Apply an account and date range when comparing with a bank statement.
- Open the transaction you want to review and check its accounting state separately.
Why the distinction matters
A posted bank charge may still need a category or an import decision. Conversely, an accounting transaction may already exist and need a source match rather than another import. Use the row’s review action and detail to decide what is left to do.
Do not use this filter as proof that a period is complete. Pending activity and later bank corrections can affect what you see in a subsequent sync. For a statement review, use the bank’s final statement dates and amounts, then resolve source changes and reconciliation differences through their own workflows. Clear the status filter when looking for a transaction whose bank state is uncertain.
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