Change a category before or after approval

Staged category changes on Review Needed vs. Save-to-repost on Completed: how recategorising works.

beginner· 3 views· Updated 7/18/2026

You can change a transaction's GL category at two points in the AI Bank Transactions Center, and they behave differently:

Review Needed tab: picking a new category is staged. You'll see "• Will apply on Approve" next to the picker. Nothing posts to your books until you click Approve.
Completed tab: the journal has already been posted. Picking a new category shows "• Unsaved" plus a Save button. Clicking Save reverses the original journal and re-posts it to the new account, keeping a clean audit trail.

This means you can safely fix a wrong category weeks later without manual journal surgery.

Step-by-step

1
Recategorise before approval
On Review Needed, choose a new account in the Category picker. The row shows "• Will apply on Approve": click Approve to post with the new account.
Recategorise before approval
2
Recategorise after approval
Switch to the Completed tab, find the transaction, and pick the new account. The row shows "• Unsaved".
Recategorise after approval
3
Save to re-post
Click the Save button that appears on the row. AkountFly reverses the original journal and posts a new one with the corrected category: a full audit trail is kept.
Both entries stay visible in All Transactions (General Ledger), so your audit trail is intact.
Save to re-post

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