What should I do in the ‘Bank Transactions’ page?

• Check your notifications (bell symbol, top right) to:

• Check the suggestions for categorisations
• Categorise unspecified transactions.

• View your statements classified by month.
• In ‘Review Mode’, you can adjust and check the categories and reconciliation (to invoices and expenses) which have been proposed automatically. In ‘Review Mode’ transactions are organised in the following tabs:

• Transactions in green, ‘Reviewed’
• Transactions in orange, ‘To Review’
• Transactions in red, ‘To Categorise’.