Reconciling new transactions

Go to Money > Bank Transactions. The current screen heading is Transactions.

Open a transaction and choose the action that matches what happened:

• **Set Category** when the transaction needs an accounting category;
• **Match document** when it belongs to an existing invoice, expense or return; or
• **Transfer** when money moved between the business's own accounts.

Set a category

1. Open Set Category.

2. Select the category.

3. Select or change the contact if useful.

4. Check the tax rate and GST-inclusive amount.

5. Add the reference, expense date and supporting document where needed.

6. Check the expense currency.

7. Select Save now only when the details are correct.

The transaction list also provides account, date, reference, amount, category and status filters. Batch actions include Mark personal and Categorise.

If Afirmo suggests a category, check it before saving. Ask the Afirmo team when the correct accounting or GST treatment is unclear.