Financial Inbox is the daily work queue for association books. Use it to categorize, match deposits, and clear items that need a person. The Transactions page is the history view. It does not categorize or recategorize.
Inbox is not Bank Reconciliation. Inbox is what needs action today. Bank Reconciliation is the closed statement.
🔍 Where to find it
Left navigation under Management, or Financial Dashboard. Financial permission required.
What you will see
Pending deposits to match to imported or synced bank activity
Outstanding checks to clear when they hit the bank
Uncategorized bank lines that still need a GL account
Categorizing a new bank line
Open the Categorize Transaction card. You can also get there from Transactions: an uncategorized bank feed or WAB row has a Categorize in Inbox link.
Accept posts the suggested account in one click, when a suggestion is shown.
Edit opens the dialog. Choose the account (required). Vendor, description, notes, and receipts are optional. Leave Remember this checked to save a rule for the same merchant.
Click Save & Post. That creates and posts the journal entry. There is no separate posting step.
You can categorize bank feed lines that are no longer pending, and WAB lines after the bank final-posts them (not same-day memo rows). The bank account must already be mapped to a GL account under Banking settings.
Do not categorize a resident deposit as income. Match it to the recorded payments. Revenue was recorded when the charge was created. If an outgoing payment matches an approved bill, match it from Pay Bills instead of categorizing it here.
⚠️ Note: The standard (default) "look back" in the Financial Inbox is set to 30 days. If you are just connecting a bank for the first time, and you are bringing in older transactions, you may need to adjust the look back settings to 120 days or longer to bring in and categorize those transactions.
How?
Select Settings in the top right of the page. Edit the Lookback (days).
Changing a category (recategorize)
There is no tag button on the Transactions page. To change the account on a bank feed or WAB line that is already posted:
Open Financial Inbox.
Set Status to Completed and Type to Categorization.
Find the transaction and click Undo.
The card returns to the open queue. Click Edit, choose the correct account, then Save & Post. Use Accept only when the suggestion is the account you want.
Undo posts a reversing journal entry. The original entry stays in the audit trail, the bank line is detached, and the card is open again. If that line is inside a completed bank reconciliation, reopen the reconciliation first. Undo is blocked until you do.
Imported rows are different. On Transactions, click View JE, then Correct account on the category line. The replacement account must be the same type, except a deposit import can move between assessment income and prepaid assessments. A line that says Reconciled - locked cannot be corrected until that reconciliation is reopened.
A matched deposit is not recategorized. Filter Inbox to Completed and Deposits, then Undo the match and match it again.
Checks, ACH, and other disbursements are managed on the Disbursements page, not by recategorizing the bank line.
Recent activity
Completed cards keep an Undo control when a match or categorization was wrong. Undo on a categorization follows the steps above.