Before mid-July 2026, the Transactions page was both the history list and the categorization tool. That confused deposits: people tried to categorize cash-in as income, even though income was already recorded when the charge was created.
Those jobs are now split.
Screen | Use it for |
Daily actions: categorize, match deposits, clear outstanding items | |
Look up history. Filter, search, add a manual transaction or transfer | |
Close a bank statement against GL cash |
If a deposit is waiting to be matched, do that in Inbox â not by recategorizing it on Transactions.