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Support Center / Bank Transactions / Overview
Review Bank Transactions when you need to import, categorize, sync, or reconcile activity, resulting in a clear path from raw transactions to completed ledger work.
Step 1
Start in Truewind on Bookkeeping > Bank Transactions, then click on Bank Transactions.
Step 2
This opens the relevant page or panel so the bulk update changes only the intended field across the selected transactions.
Step 3
This opens the relevant page or panel so the bulk update changes only the intended field across the selected transactions.
Step 4
Use the row menu to launch the bulk-update action for the selected transactions.
Step 5
This opens the bulk-update panel where you choose which field to change across the selected transactions.
Step 6
Complete this action so the bulk update changes only the intended field across the selected transactions.
Step 7
Turn this on only for the fields or permissions you want Truewind to use so the bulk update changes only the intended field across the selected transactions.
Step 8
Complete this action so the bulk update changes only the intended field across the selected transactions.
Step 9
Pick the option that matches the client setup; that choice controls what happens next so the bulk update changes only the intended field across the selected transactions.
Step 10
Turn this on only for the fields or permissions you want Truewind to use so the bulk update changes only the intended field across the selected transactions.
Step 11
Pick the option that matches the client setup; that choice controls what happens next so the bulk update changes only the intended field across the selected transactions.
Step 12
Pick the class that should replace the existing value on every selected transaction.
Step 13
Turn this on only for the fields or permissions you want Truewind to use so the bulk update changes only the intended field across the selected transactions.
Step 14
Pick the option that matches the client setup; that choice controls what happens next so the bulk update changes only the intended field across the selected transactions.
Step 15
Pick the department value you want the bulk update to apply to the selected transactions.
Step 16
Turn this on only for the fields or permissions you want Truewind to use so the bulk update changes only the intended field across the selected transactions.
Step 17
Pick the option that matches the client setup; that choice controls what happens next so the bulk update changes only the intended field across the selected transactions.
Step 18
Pick the transaction type that should replace the current value for every selected row.
Step 19
Complete this action so the bulk update changes only the intended field across the selected transactions.
Step 20
Apply the selected field changes only after you confirm the preview looks correct.
Step 21
Check for the expected result before moving on so the bulk update changes only the intended field across the selected transactions.
Step 22
Use this checkpoint to verify the current state so the bulk update changes only the intended field across the selected transactions.
Step 23
Use the row menu again when you want to bulk update uncategorized transactions.
Step 24
This reopens the bulk-update panel for the uncategorized transaction selection.
Step 25
Turn this on only for the fields or permissions you want Truewind to use so the bulk update changes only the intended field across the selected transactions.
Step 26
Pick the option that matches the client setup; that choice controls what happens next so the bulk update changes only the intended field across the selected transactions.
Step 27
Use this checkpoint to verify the current state so the bulk update changes only the intended field across the selected transactions.
Step 28
Apply the uncategorized transaction changes only after the required fields are filled in.
Bank Transactions is the main area for reviewing imported transaction activity, validating categorization, and working through reconciliation-related tasks.
If you are new to the workflow, start with the import guide and then move into the reconciliation guide once transactions are available.
Import transactions, review categorization, reconcile activity, and investigate exceptions.
If the bank or ERP connection is incomplete, parts of the transaction workflow may be unavailable or show partial data.
Check the connection status, run the relevant sync action, and confirm the source data is available.
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