Bookkeeping basics
I don't recognize a transaction
What to do — and no, you didn't break anything.
It happens to everyone, and no, you didn't break anything. Here's how to sort it out.
- Open the transaction in Needs review.
- Check the date and amount against your records or your bank app.
- If it's a business expense, code it and post it. If it was personal, mark it that way.
- Still unsure? Leave it for now, ask the assistant, or check with your bank.
Leaving one unreviewed is completely fine — it just stays on your list until you're ready.
What happens next — once you decide, it's coded and off your review list.