Bank activity and transaction review

Save a ledger account from the bank activity table

Confirm a prefilled suggestion through the inline account editor.

Updated 2026-11-11

Discard an unsaved inline category change

Use the explicit discard control when the ledger account editor stays open.

Updated 2026-11-11

Recover an uncertain inline category save

Read the stored account before changing a category again.

Updated 2026-11-11

Reload a bank category after source or access changes

Use current saved evidence when an inline edit becomes stale.

Updated 2026-11-11

Open matching charges from the ledger account editor

Finish the local category edit before reviewing related bank activity.

Updated 2026-11-11

Distinguish a bank-reported balance from an opening balance

Use each balance for the purpose shown in the account view.

Updated 2026-11-11

Read the As of date on a bank balance

Check when a reported balance was observed before comparing it with today’s bank app.

Updated 2026-11-11

Understand an unavailable bank-reported balance

Treat missing or unusable balance evidence as unavailable, not zero.

Updated 2026-11-11

Read a connected credit card balance

Identify card balance evidence before comparing it with bank cash or recorded books.

Updated 2026-11-11

Open the full bank activity list from a recent preview

Understand why a compact preview shows only a few source records.

Updated 2026-11-11