Uncategorized Cash Inflow and Uncategorized Cash Outflow identify bank activity that still needs a ledger account in the Books layout. The labels reflect movement direction while keeping the unresolved account decision visible.
- Check the transaction’s amount, source account, and description.
- Open its Ledger account cell and choose the account supported by the payment’s purpose.
- Save the choice and confirm the row now shows the intended account.
Do not infer the purpose from the fallback label
Money coming in might be a customer receipt, a refund, or a transfer. Money going out might be a purchase, a transfer, or another payment. The fallback label deliberately leaves that distinction unresolved.
If you cannot identify the purpose, inspect the transaction detail and gather the relevant supporting record before choosing. If the necessary ledger account is absent, use the chart of accounts to establish a compatible account first. A useful outcome is an account choice that reflects the evidence, rather than merely removing an uncategorized label. Check any remaining import or posting step afterward, because a category change by itself is not evidence that the accounting record has been completed.
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