Extract transactions reads the selected bank or card statement into unposted transactions for review. Check dates, amounts, account matches and category proposals before any posting decision.
- Open Review statement for the correct uploaded file and company.
- Choose the Statement account when you can identify it, or use the supported statement-matching option.
- Choose Extract transactions and follow the processing status. When complete, open Review extracted transactions.
The extraction control is unavailable while account preparation or another extraction step is running. Wait for the current state to resolve rather than starting another copy of the statement.
Verify the source rows
Compare the extracted activity with the original statement, including its period and totals. Inspect credits and similar-looking repeated charges as well as ordinary payments.
Category suggestions can finish after extraction. A message that transactions are saved means the source rows are available even if categorization is still processing or needs attention. Treat suggested categories as proposals and confirm business purpose before applying them. If a result is uncertain, preserve the original file and the specific row details for review.
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