Book several imported transactions together
Book imports together when they share the same category and property.
On this page
Choose the correct bank account and review the transactions before selecting them.
Step 1: Open the imports to review
Open Import feed, or choose To book from a transaction list. Choose the bank account, then use Status: Unbooked and Apply filters to find rows that belong together. If the feed opens on Matched, check those matches before booking another copy.
Step 2: Select matching rows
Tick each eligible row and check the selected count and total. Select all selects eligible rows on the current page. Review every selected row before continuing; disabled rows cannot be selected.
Step 3: Choose the shared details
In the selection bar, choose Category and Property for the group. Use a category appropriate to the money direction and check the source account. Book rows separately when their category or property differs.
Step 4: Book the selected imports
Check the selected rows, Category and Property, then choose Book selected to save the eligible bookings. Ignore selected is a separate action for imports you intend to leave out of the books.
Step 5: Check what was saved
Read the result showing how many rows were booked and any error. Open All to review saved entries, or choose Booked in the import feed's Status filter and Apply filters. Refresh and check existing records before retrying unsuccessful rows.
Choose a consistent group
Work through one bank account at a time. Similar descriptions do not prove that expenses belong to the same property. Review transfers and other transactions needing their own details individually.
The import-feed selection bar offers Book selected and Ignore selected. Ignore selected does not create a booked transaction. Book as suggested appears in Needs review when offered; it uses each row's suggested category and property. Check those suggestions and read its confirmation. Rows without usable suggestions stay for review.
Check the result
- Eligible selected imports appear in Booked with the intended category and scope.
FAQs
Can this correct entries already booked?
Use Batch corrections for eligible posted entries and review its preview. Booking an import and correcting a saved record are separate actions.
What if only some rows succeed?
Review the skipped rows and refresh the feed. Check what was saved before selecting the remaining rows again.