What to verify
- The workflow completes with the expected result.
- The screenshots match the current product flow.
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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
Click Transaction date…
Start in Truewind on Bookkeeping > Bank Transactions, then click on Transaction date…
Step 2
Clear the row selection
Complete this action so only the transactions you want are excluded from the feed.
Step 3
Clear the row selection
Complete this action so only the transactions you want are excluded from the feed.
Step 4
Open the menu
Use the row menu to open exclusion actions for the selected transaction.
Step 5
Choose Exclude
This marks the transaction for exclusion instead of leaving it in the review queue.
Step 6
Confirm the exclusion
Finish the exclusion only after you confirm the transaction should not be categorized or synced.
Step 7
Open the Excluded tab
Review excluded items here when you need to confirm what was removed from active review.
Step 8
Open the excluded transaction
Inspect the excluded row directly if you need to confirm the transaction details or reverse the action later.
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