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Every bank and card transaction lands in your inbox ready to categorize. Your job is to confirm the right ones and fix the ones that aren’t, so they count in your balances. You can always unconfirm and recategorize if something looks off — or delete a transaction that doesn’t belong (a duplicate or stray feed entry); a confirmed one just needs unconfirming first.

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Two ways to do it

1

Open the inbox

New transactions arrive from your bank feed, ready to categorize.
2

Confirm the clear ones

Confirm transactions that are categorized correctly. They post to the ledger.
3

Fix the rest

Recategorize, split, or mark transfers on anything wrong or unclear, then confirm. For a sale with recorded taxes, Edit shows its lines and taxes together. Open a tax to change its place, rate, or amount; the preview updates the tax and the revenue left in the sale before you save. Unconfirm a confirmed sale before editing it.

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Why it matters

A clean inbox is what keeps every report honest. Once transactions are categorized and confirmed, your P&L, balance sheet, and cash flow are current the moment you look.