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Bank feeds: view, categorize and fix every transaction

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  • 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 tFew readers
  • Categorize transactions in Bank feeds
    Tabby categorizes transactions for you, and you can correct any of them in a couple of clicks. This article covers the changes you'll make most often on a single transaction: its category, its vendor or customer, whether it's personal, and its class. Categorize a transaction Click the category in the row. For a pending transaction, click Choose category. Pick a category from the list, or type to search. ![The category picker. Tabby's suggestion sits at the top.](https://storage.cFew readers
  • Split and match transactions in Bank feeds
    Some transactions need more than a category. Split a transaction when one payment covers several things. Match a transaction when it's the bank side of something already in your books, such as a customer paying an invoice. Split a transaction Use a split when one payment covers more than one thing. A typical case is an internet bill that is 60% business and 40% personal. Open the category picker and click Split transaction. You can also choose Split transaction from the row menuFew readers
  • Transaction details, bulk actions and export in Bank feeds
    This article covers the rest of the Bank feeds page: the details panel for a single transaction, the tools for working on many transactions at once, and the ways to get your data in and out. The transaction details panel Click anywhere on a row to open its details on the right. The toolbar ![The toolbar at the top of the panel.](https:Few readers
  • Bank feeds: view, categorize and fix every transaction
    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 guide covers everything on the page, from reading a single row to splitting, matching and exporting. Before you start: Bank feeds is empty until you connect an account or upload a statement. See [Bank connections](https://help.usetabby.com/en/category/bank-cSome readers

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