Articles on: Banking & Transactions

Find your way around Bank feeds

Bank feeds is the list of every transaction from your connected bank and card accounts. Tabby categorizes each one as it arrives. Your part is smaller: check its work, fix what it got wrong, and deal with the few it couldn't place.

This article shows you around the page and how to find any transaction.

Before you start: Bank feeds is empty until you connect an account or upload a statement. See Bank connections to set that up.

A quick tour of the page

Open Bank feeds from the left sidebar.

The Bank feeds page. The numbers match the list below.

Page actions. Upload a statement, export what you see to CSV, or connect another account.
Connected accounts. One card for each account that feeds this page.
Tabby AI status. How much of your feed is categorized and how many transactions still need you.
Status tabs. All, Categorized, Excluded and Matched.
Search and Filters. Narrow the list down.
The transaction table. One row per transaction. Click a row to open its details.

Connected accounts

Each card shows the account name, the bank, the last four digits, the balance and when the account last synced. Credit cards show Balance owed instead of Balance.

Account cards, expanded to show all five accounts.

Edit. Opens the account's settings.
Show or hide the balance. Balances are hidden by default, which helps when you share your screen. Click the eye to reveal one.
Sync now. Pulls the latest transactions for that account. When it finishes you'll see a message telling you whether anything new came in.
Show all accounts. The page shows one row of cards. Click Show all 5 accounts (your number will differ) to see the rest, and Show fewer to fold them away.

Edit an account

Click the pencil on a card to open Update account.

Update account controls how the account appears in your books.

Field	What it does
Account type	Asset for bank accounts, Liability for credit cards and loans.
Sub type	For example Current Asset or Current Liability.
General ledger	Bank, Savings or Cash for assets. Credit Card, Line of Credit or Loan for liabilities.
Account code	Optional. 3 to 6 digits, such as 1010.
Account name	The name you see across Tabby.
Used for	Business only or Business & personal.
Opening balance and date	The balance your books start from for this account.
Description	An optional note.

Pick Business & personal for any account you also use for personal spending. Mixed accounts get a Personal option when you categorize, so personal spending stays out of your books.

The Tabby AI status bar

The bar under your accounts tells you where things stand, for example "92% of transactions are categorized. 14 still need a category."

The status bar and the four tabs.

When some transactions still need a category, a Review button appears on the right. It takes you to the Review page, which is built for clearing those quickly.

Status tabs

Tab	What's in it
All	Every transaction.
Categorized	Has a category and is in your books.
Excluded	Personal or duplicate, kept out of your books.
Matched	Linked to an invoice, bill or transfer.

There is a fifth status, Pending, for transactions that don't have a category yet. Pending rows show an orange Choose category button. You can handle them right here in the All tab or on the Review page.

Pending rows ask for a category. Excluded rows are greyed out and marked Personal.

The number next to each tab follows your search and filters, so you can see at a glance how a filtered set breaks down.

How to read a transaction row

Everything in a row can be clicked.

Checkbox. Select the row for a bulk action.
Vendor / customer. Who the money went to or came from. Click the name to change it.
Account. The bank or card account the transaction came from.
Category. Click to change it.
Class. An optional label for tracking a client, project or location. Click to set one.
Status. Pending, Categorized, Excluded or Matched. A green check next to it means the transaction has been checked.
Amount. Money in is green with a plus sign. Money out has a minus sign.
Actions. The three dots open a menu with everything you can do to the row.

The small marks next to names and categories

Tabby tells you who set each value.

Mark	Meaning
Sparkle	Set by Tabby AI. Next to a vendor name, it means Tabby read the name from the bank description.
Lightning bolt	The category was set by a rule.
Person	Set by you or someone on your team.

Hover over a mark to see the explanation.

Find the transaction you need

Search

Type in the search box to match the vendor or customer, category, account, bank description, memo or amount. Press / anywhere on the page to jump straight to it.

Searching for "uber". The tab counts update to match.

Sort

Click the Date, Vendor / customer or Amount column heading to sort. Click again to reverse the order.

Filters

Click Filters to open the filter panel. Pick a filter on the left, set it on the right, and watch the button at the bottom. It tells you how many transactions will match before you apply anything.

The Date filter. Pick a preset, type dates, or click a month. Click a first and last month for a range.

Filter	Use it to
Date	Choose This month, Last month, Last 30 days, This quarter, This year, Last year, or a custom range.
Account	Show one or more accounts.
Ledger account	Show one or more categories, including Uncategorized.
Description	Match text in the original bank description, such as a store number or reference code.
Amount	Money in or money out, with an optional minimum and maximum.
Checked	Show only checked or only unchecked transactions.
Categorization method	Tabby AI, Rule, Manual, or Not categorized yet.
Class	One or more classes, or Unclassified.
Source	Bank feed, Added by hand, or CSV import.

Two filters are set here: Amount and Categorization method. The button shows 9 matches.

Click the button at the bottom, here Show 9 transactions, to apply. Active filters appear as chips above the table. Click the x on a chip to remove that filter, or Clear all to remove them all.

Active filters shown as chips. The Filters button shows how many are on.

Tip: To review what Tabby did on its own, filter by Categorization method: Tabby AI and Checked: Not checked. That gives you a list of AI decisions nobody has confirmed yet.

Use Rows per page at the bottom of the table to show 10, 25, 50 or 100 rows.

Common questions

A transaction is missing. What should I check?

Click Sync now on the account card first. If nothing arrives, open Bank connections and look for a Needs attention label on the bank. An expired bank login stops new transactions until you reconnect. Also check that no search or filter is hiding the transaction. A brand new connection can take up to 24 hours to deliver its first transactions.

Where did my uncategorized transactions go?

They are still in the All tab with a Pending status. The Review page lists only those, with Tabby's suggestion next to each one.

What's the difference between Categorized and Checked?

Categorized means the transaction has a category, whether Tabby or a person set it. Checked means a person has looked at it and confirmed it's right.

Updated on: 07/10/2026

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