Show transactions without a category opens a broad uncategorized bank view. It clears the previous account, dates, search, direction, bank status, and method restrictions so unresolved records are not hidden by the earlier filters.
- Choose Show transactions without a category from the categorization review.
- Check the resulting Needs category view and the displayed transaction count.
- Reapply a specific account or date range if your next task concerns only part of the company’s activity.
Expect the scope to widen
The new list can include records outside the account or period you were viewing. That is intentional: the action is designed to reveal transactions lacking a category across the available bank activity.
Before selecting rows or using Import matching, rebuild the exact scope needed for that action. The uncategorized guidance points you to the Ledger account column and the chart of accounts when a suitable account is missing. Choose accounts based on purpose and evidence, then verify the saved results. A row leaving the Needs category filter after saving does not mean it disappeared from the bank feed. Return to All categories to find it and inspect any remaining import or accounting step.
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