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Categorizing transactions

Bank Feeds separates transactions into pending, categorized, posted, and excluded states. Open a connection to review and move transactions through that workflow.

Available actions

  • Match links a bank transaction to an existing journal entry.
  • Link to bill applies a transaction to an existing payable.
  • Create bill starts a payable from the bank transaction.
  • Split assigns portions of a transaction to multiple accounts; Unsplit removes those rows.
  • Exclude removes a transaction from the posting workflow.
  • Post turns a categorized transaction into ledger activity.
  • Unmatch removes an existing journal-entry match.

The page also offers Auto Bookkeeping, Auto Reconcile, and bulk posting for eligible categorized transactions. Review suggested matches and account assignments before posting because posted ledger effects require reversal rather than ordinary editing.

There is no categorize_bank_transaction MCP tool in the current catalog. Use supported generated MCP tools or the Bank Feeds GraphQL operations instead of relying on historical names.