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Support Center / Bank Transactions / Features

Exclude transactions in Bank Transactions

Exclude transactions in Bank Transactions when they should be removed from active review, resulting in those rows moving into the excluded state.

Workflow

Step 1

Open Bank Transactions

Start in Bookkeeping > Bank Transactions and select the bank accounts you want to review so transaction rows are visible.

Bank Transactions page with SP Testing 4ever selected and transaction rows visible.

Step 2

Open a transaction

Select the transaction you want to remove from active review so its side panel opens.

Transaction side panel open with the Exclude action visible above the transaction type field.

Step 3

Exclude transaction

Use Exclude when the transaction should not be categorized or synced. The action applies immediately and shows a success message.

Transaction side panel showing Undo Exclude and a success message after the transaction is excluded.

Step 4

Open Excluded

Review the Excluded tab to confirm the transaction moved out of the active review queue.

Excluded tab selected with the excluded bank transaction visible in the table.

Step 5

Review excluded row

Open the excluded transaction when you need to verify its details or undo the exclusion later.

Excluded transaction side panel showing Undo Exclude and disabled transaction fields.

What to verify

  • The transaction appears in the Excluded tab after you exclude it.
  • The transaction side panel shows Undo Exclude for excluded rows.

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