Notifications in the Bank Tab
Red Number Notification 🔴
The red notification number next to the Bank tab in the navigation bar represents the number of non-ignored transactions that need categorization, with a payment date in the last 60 days.
To view all uncategorized transactions, click on the Bank tab, and then on the "uncategorized" tab. Note that this tab will show all transactions needing categorization except those you've ignored.
Exclamation Point Notification ❗
An exclamation point notification next to the Bank tab indicates that at least one of your bank connections is in error and requires credential refresh. This helps you ensure that your transaction data is up-to-date.
Notifications in the Expected Tab
The notification next to the Expected tab represents the number of delayed expected transactions to be paid on the current day. It includes transactions that are overdue as of today, even if you've ignored them.
This notification does not include:
Delayed transactions with a due date in the future.
Transactions due today that are not delayed.
To see all late transactions, click on the Expected tab, then on Late.
💡 Tips
Keep your transactions categorized to maintain accurate cashflow analysis.
Regularly refresh your bank connections to ensure you have the latest transaction data.
Monitor expected payments to stay on top of overdue receivables and payables.
FAQ ❓
Why are some transactions included in the Bank tab notification count?
The Bank tab notification counts all non-ignored transactions that need categorization and have a payment date within the last 60 days. This ensures you focus on recent transactions that impact your current cashflow.
How do I see transactions that I've ignored?
Ignored transactions are not shown in the uncategorized tab. To view them, you can adjust your filters in the Bank tab to include ignored transactions.
What does the exclamation point notification mean?
The exclamation point indicates that at least one of your bank connections is in error and needs your attention. Click on the Bank tab to see which connections require a credential refresh.
Do ignored expected transactions affect the notification count?
Yes, ignored expected transactions are included in the notification count for the Expected tab if they are delayed and due to be paid on the current day.