Bank activity and transaction review

Show bank or credit card activity

Separate deposit accounts from credit cards before reviewing a bank feed.

Updated 2026-11-11

Review transactions from one bank account

Use account identity to keep similarly named bank feeds separate.

Updated 2026-11-11

Show transactions posted at the bank

Separate the bank’s posted status from an accounting journal’s posting status.

Updated 2026-11-11

Find pending bank transactions

Use the pending filter when a recent card or bank item is not in posted activity.

Updated 2026-11-11

Find transactions with changed bank evidence

Filter for source changes before reviewing bank corrections.

Updated 2026-11-11

Limit bank activity to a statement period

Use From and To without losing track of other active bank filters.

Updated 2026-11-11

Filter bank activity by money movement

Inspect incoming and outgoing source activity separately.

Updated 2026-11-11

Search bank activity by description

Find a source record using the text available from the bank.

Updated 2026-11-11

Troubleshoot an empty bank activity view

Check restrictive filters before treating an empty list as missing bank data.

Updated 2026-11-11

Understand last loaded bank results

Recognize stale bank activity when a refresh cannot complete.

Updated 2026-11-11

Find bank activity that needs a category

Use category status to build a focused categorization queue.

Updated 2026-11-11

Understand the Categorized bank filter

Check accounting status separately from the presence of a category.

Updated 2026-11-11

Review categories suggested by AI

Use the method filter to inspect automatic proposals with their evidence.

Updated 2026-11-11

Find categories applied through a rule

Inspect rule-based activity without assuming every merchant charge has the same purpose.

Updated 2026-11-11

Understand categories from confirmed history

Check whether the current transaction shares the purpose of an earlier confirmed choice.

Updated 2026-11-11

Find manually categorized bank activity

Use the Manual method to inspect deliberate account choices and their context.

Updated 2026-11-11

Understand the Bank details method

Use bank-supplied category evidence as context for an account decision.

Updated 2026-11-11

Understand Uncategorized Cash Inflow and Outflow

Recognize fallback labels for bank activity without a confirmed ledger account.

Updated 2026-11-11

Understand a provisional category

Review a preliminary treatment before using it in accounting.

Updated 2026-11-11

Find similar charges for category review

Use a similar-charge group as a starting point, then inspect its members.

Updated 2026-11-11

Understand a zero-amount bank record

Recognize source information that does not need a monetary ledger entry.

Updated 2026-11-11

Read the original bank description

Compare the source wording with the shorter merchant label shown in the list.

Updated 2026-11-11

Inspect a bank transaction recorded in Books

Follow a recorded bank source to its ledger account and journal view.

Updated 2026-11-11

Review a bank record with unavailable currency

Resolve missing source currency before relying on an amount for accounting.

Updated 2026-11-11

Review a saved category warning

Understand why Institution can keep a saved choice while flagging conflicting evidence.

Updated 2026-11-11

Review a saved category with insufficient evidence

Add or check the context behind an account choice that remains saved.

Updated 2026-11-11

Understand differing suggestions for one counterparty

Review shared display suggestions without losing the individual transaction evidence.

Updated 2026-11-11

Separate vendor nature from payment purpose

Use classification details to distinguish what a vendor does from why you paid it.

Updated 2026-11-11

Resolve different automatic category treatments

Use supporting evidence when automatic checks do not agree.

Updated 2026-11-11

Resolve a suggested treatment that needs an account

Connect a proposal to a compatible ledger account before applying it.

Updated 2026-11-11