Access note
Only organizations with the current anonymization feature enabled will see this settings area 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
Click Bank Transactions
Start in Truewind on Bookkeeping > Bank Transactions, then click on Bank Transactions
Step 2
Open settings
Use settings to control which transaction fields remain visible to AI during review.
Step 3
Open Privacy
This opens the relevant page or panel so AI only sees the fields your team allows during transaction review.
Step 4
Review privacy options
Use this checkpoint to verify the current state so AI only sees the fields your team allows during transaction review.
Step 5
Close settings
Return to the transaction feed after saving the privacy choices you want to enforce.
Step 6
Open a transaction
This opens the relevant page or panel so AI only sees the fields your team allows during transaction review.
Step 7
Confirm the hidden field
Check for the expected result before moving on so AI only sees the fields your team allows during transaction review.
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