Helpbank feedsReview Bank Transactions
Review Bank Transactions
Categorise and manage transactions in your bank feed efficiently.
beginner· 8 views· Updated 7/18/2026
When a transaction appears in your bank feed, AkountFly attempts to categorise it automatically. Transactions that require your attention are placed under Review Needed.
For each item in Review Needed, you can:
- Approve to confirm the suggested category
- Link to match with an existing invoice or bill
- Split a transaction across multiple GL accounts
- Multi-allocate to distribute amounts across categories
- Make Rule to automate future similar transactions
- Reject to remove incorrect suggestions
Step-by-step
- 1Go to Transactions
Navigate to Transactions in the sidebar to access the AI Bank Transactions Center.
Go to Transactions - 2Select Review Needed tab
Check the count to see how many transactions need your review.
Select Review Needed tab - 3Choose an action for each transaction
Decide to Approve, Link, Split, Multi-allocate, Make Rule, or Reject.
Use batch mode to apply actions to multiple similar transactions at once.Choose an action for each transaction - 4Approve or Save changes
Approved items move to Completed and are posted to your books.
Approve or Save changes
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