Classify Transactions
Assign each imported bank transaction to a GL account.
No transactions imported yet. Connect a bank to get started.
Match to Existing GL Entry
Select the GL entry this bank transaction corresponds to. The bank transaction will be removed — the GL entry is already correct.
Searching…
| Date | Description | Amount | Debit | Credit |
|---|
No matching GL entries found for this amount and date range.
You can still delete the transaction if it's truly a duplicate.
Add New Vendor
Add New Account
Make Auto-Categorize Rule
Match this text in the transaction description.
New Account
New Vendor
Lower number = checked first.