Bank activity and transaction review

Select the bank transactions on the current page

Understand the scope of the bank activity table’s selection checkbox.

Updated 2026-11-11

Review all matching bank rows for import

Check the active filters before using Import matching.

Updated 2026-11-11

Save bank categories without importing

Use Category suggestions when the source choices need review before accounting import.

Updated 2026-11-11

Use saved categories during bank import

Understand the default saved-category and classification sequence.

Updated 2026-11-11

Import bank activity and choose categories later

Use the explicit later-category option when the accounting review will follow import.

Updated 2026-11-11

Prepare a category during bank import

Understand why a prepared category may still need an explicit action in Journals.

Updated 2026-11-11

Close a bank import while records are processing

Understand how closing the sheet affects remaining work and completed records.

Updated 2026-11-11

Resolve an import with no ready transactions

Read exclusions and source holds when the bank review cannot run.

Updated 2026-11-11

Complete book setup before bank import

Follow the setup links when synced activity is not ready for Recorded books.

Updated 2026-11-11

Understand view-only bank import access

Use the permission message to identify why an import cannot be completed.

Updated 2026-11-11

Use different accounts for description groups

Understand how a group-specific account takes priority over a shared shortcut.

Updated 2026-11-11

Leave one category group unchanged

Skip an unresolved description group while saving supported choices elsewhere.

Updated 2026-11-11

Exclude an exception from a shared category decision

Keep a different-purpose transaction out of a description-group action.

Updated 2026-11-11

Understand search inside category groups

Search narrows displayed groups while the save can still include other selected groups.

Updated 2026-11-11

Inspect groups beyond the first displayed set

Use Show 30 more groups before approving a large category review.

Updated 2026-11-11

Understand what a description group combines

Review repeated descriptions without merging the underlying bank transactions.

Updated 2026-11-11

Review held members of a description group

Understand why some records cannot join a bulk category action.

Updated 2026-11-11

Recover when a category save cannot be verified

Refresh the current choices before retrying an uncertain category result.

Updated 2026-11-11

Continue a partially completed bank review

Use per-record outcomes to separate finished work from remaining records.

Updated 2026-11-11

Review a stale category preparation

Recheck the current source before preparing a replacement account choice.

Updated 2026-11-11

Categorize missing suggestions in the current view

Understand the scope of Categorize missing and the separate company retry action.

Updated 2026-11-11

Check an unconfirmed categorization request

Verify whether a background request was accepted before submitting it again.

Updated 2026-11-11

Read categorization run counts and coverage

Understand why the latest run totals differ from the number of categorized bank records.

Updated 2026-11-11

Review a categorization run finished with errors

Check current categories before assuming failed items remain uncategorized.

Updated 2026-11-11

Handle category checks flagged by a run

Use the flagged count to find evidence questions that need review.

Updated 2026-11-11

Understand entries excluded from automatic suggestions

Distinguish zero-amount information from incomplete bank evidence.

Updated 2026-11-11

Understand a categorization request waiting to start

Track a queued request without starting another copy.

Updated 2026-11-11

Understand a scheduled categorization retry

Recognize a paused run that will retry automatically while preserving completed results.

Updated 2026-11-11

Understand Show transactions without a category

Use the company-wide uncategorized view after a categorization check.

Updated 2026-11-11

Recover when saved category choices cannot load

Refresh verified choices before editing bank categories.

Updated 2026-11-11