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Only organizations with the current anonymization feature enabled will see Anonymization & Redaction in Organization Settings.
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Support Center / Bank Transactions / Features
Anonymize transaction fields
Configure anonymization settings when transaction data should be redacted, resulting in sensitive fields appearing masked in supported workflows.
Workflow
Step 1
Open Settings > Anonymization & Redaction
Open Settings > Anonymization & Redaction in order to manage fields that should be hidden before data reaches AI workflows.
Step 2
Review redacted fields
The Redacted Transaction Fields card controls which transaction fields are anonymized before review.
Step 3
Open field choices
Open the field picker to add or remove User memo, Account owner, and Check number from the redaction list.
Step 4
Open Bank Transactions
Open Bookkeeping > Bank Transactions and select the bank accounts you want to review so transaction rows are visible.
Step 5
Open a transaction
Select a transaction row to open its detail panel and review how redacted fields appear in context.
Step 6
Confirm redaction
Redacted values show a shield message and masked text before the field is shared with AI.
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