Confirming imported transactions

Confirming your transactions on the Awaiting Confirmation page is a useful way to double-check categorization and edits made to your transactions. There are a number of confirming options - you can choose all transactions, some transactions, or, no transactions at all, to be reviewed for confirmation.

In this user guide

Confirming your transactions

Confirming transactions on the Awaiting Confirmation page lets you check that your recently imported transactions are looking their best 👌

Why should I confirm transactions?

Confirming transactions is entirely optional, but we recommend it for the following reasons:

The Awaiting Confirmation page lets you approve each transaction with an OK ✅  button. You can choose whether you confirm every single transaction that is imported into PocketSmith or just a specific type of transaction. For example, you might only want to confirm transactions that have been categorized using automatic categorization from the Bank Feeds.

Steps to confirm your transactions

1
Head to the Transactions page ( Accounts > Transactions)
2
Select Awaiting confirmation from the sidebar

3
If you want to make any changes while confirming your transactions, select the transaction to open the transaction card, make your edits, then click Save 

4
Click  OK to confirm each transaction

5
Alternatively, you can confirm  all transactions in one go by clicking Confirm all


Transaction confirming options

You can either choose to review  all transactions that are imported into PocketSmith to confirm, or you can choose from a few different other options.

Because your transactions can be automatically categorized in two main ways: by the bank feed or bank file, or from your own category rules and filters. You have the option to choose which of these automatically-categorized transactions to review for confirmation. 

PocketSmith attempts to  automatically mark your transfer transactions so that you don't need to do this manually or with filters. You have the option to confirm this automatic marking or not.

All transactions

  • I want to confirm all new transactions

Categorization

  • I don't want to confirm any automatic categorization
    Confirm no automatic categorization at all

  • I want to confirm transactions categorized by the bank feed service or my bank

    Only confirm the categorization applied to a transaction from the bank feed or if your bank file contains categories

  • I want to confirm transactions categorized by either the bank feed system, my bank, or my own rules and filters
    Confirm transactions that are categorized automatically in any way

Transfers

  • I want to confirm transfers automatically detected by PocketSmith


Changing the transaction confirming option

1
Head to Settings > User Preferences > Transaction confirming 
2

Choose from the available options:

3
Click Save

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