Reviewing imported transactions

Transaction reviewing allows you to check the recently imported transactions. This may be helpful if you want to review and correct the automatic categorization from the Bank Feeds or from your Filters and Category Rules. You may also just want to review every new transaction.

There are 4 different review options:
  • I don't want to review any transactions - The default option, no transactions will be flagged for review.

  • I want to review transactions categorised by the live feed system - Any new transactions with categories added from the automatic categorization from the Bank Feed will be flagged for review.

  • I want to review all transactions categorised by either the live feed system, or my own rules and filters - Any new transactions that have categories added from the automatic categorization from the Bank Feed, by Category Rules or Filters, will be flagged for review.

  • I want to review all transactions - All new transactions will be flagged for review.

Steps to change the transaction review setting


1.  Go to the Settings menu and select User preferences




2. Click on Transaction reviewing in the left menu




3. Select the option you want, then click the Save button


Using transaction reviewing


1. Go to the Accounts menu and select Transactions



2. In the sidebar click on Awaiting confirmation (the number of transactions for review is also shown)



3. You can confirm each transaction by clicking on the OK button next to each transaction or click Confirm all to confirm all transactions flagged for review



4. If you need to edit any transaction, just click on the transaction detail you want to change to open the edit form, for more information see article: 
Edit a single transaction





Transactions

  1. Transactions page overview
  2. Importing transactions into PocketSmith
  3. Dealing with cash transactions
  4. Manually add transactions to an account
  5. Deleted transactions keep returning
  6. Export specific transactions
  7. Searching your transactions
  8. Editing Saved Searches, Filters and Category Rules
  9. Delete a Saved Search, Filter or Category Rule
  10. Find the original merchant name for a transaction
  11. Dealing with transfers between accounts
  12. Change the order of Saved Searches, Filters and Category Rules
  13. Transactions with "&amp" in the merchant name
  14. Transactions page pie chart
  15. Remove transfers from the transactions pie chart
  16. Exporting all of your transactions
  17. Viewing all the transactions in a category
  18. Categories changing back or disappearing on some transactions
  19. Transactions uncategorized when imported from Live Feed
  20. Pending transactions from the Live Feed
  21. Allowing re-import of deleted live bank feed transactions
  22. Brackets around negative values
  23. Move transactions to another account
  24. Reviewing imported transactions
  25. Marking transactions as transfers
  26. Splitting a transaction
  27. Deleting a transaction
  28. Using Filters to automatically categorize and edit transactions
  29. Edit a transaction
  30. Edit many transactions in bulk
  31. Using Category Rules to automatically categorize transactions
  32. Send business expenses to Xero
  33. How to use Labels for transactions
  34. Error message about Account Code, when sending transaction to Xero
  35. Add Labels to transactions
  36. Rename or delete a Label
  37. Changing the merchant name of a transaction
  38. Categorize your transactions
  39. Remember a category for a merchant
  40. Stop new categories from automatically appearing
  41. Restoring the original merchant name to a transaction
  42. Find and edit the Filter that was applied to a transaction
  43. Categorize items page

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