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How to Review Transactions in Sumung

The Review Transactions tab is where you work through new statement lines and confirm how each one should be categorized or matched.

Steps

  1. Open a bank account and go to Review Transactions.
  2. Use the status pills (All/Needs Attention/Suggested/Escalated/Completed) to focus on what still needs a decision.
  3. Open each line, confirm or correct the category, contact, or match, and accept it.
  4. Once everything is resolved, the tab shows "All Caught Up!"

Related Articles

  • How to Filter Transactions Quickly in Sumung
  • How to Categorize Transactions in Sumung
  • How to Understand Status Counters in Sumung

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