> ## Documentation Index
> Fetch the complete documentation index at: https://help.finerd.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Review imported transactions
> Find bank transactions that need review in finerd, confirm or fix them one by one or in bulk, and see how pending, Zero Inbox and Reimport work.
finerd marks a transaction **Needs review** when it wants you to take a look, for example when it [couldn't choose a category](/transactions/auto-processing#category) for a payment that came from your bank. This article shows how to find those transactions, confirm or fix them, and keep the ones your bank sends in order.
Reviewing, searching and changing transactions are free and work on the web, Android and iOS. **Zero Inbox** mode, which asks you to review every new bank transaction, needs Pro.
Find transactions that need review
A transaction that needs a look shows **Needs review** next to its amount in **Transactions**. On the **Dashboard**, the **Transactions to review** widget shows how many are waiting; select it to open them.
1. Open **Transactions**.
2. Above the list, select **Needs review**. It shows how many transactions are waiting, and the list keeps only those.
3. To see every transaction again, select **Needs review** again or **Clear filters**.
1. Open **Transactions**.
2. Tap **Statuses** above the list, select **Needs review** and tap **Apply**.
3. To see every transaction again, tap **×** on the filter.
1. Open **Transactions**.
2. Above the list, scroll the filters and tap **Status**.
3. Select **Needs review**, then tap **Apply**.
4. To see every transaction again, tap **×** next to **Needs review**.
### Why a transaction needs review
On the web and iOS, the transaction itself tells you why when the reason isn't obvious. Android shows the **Needs review** label without the message.
| What you see in the transaction | Why | What to do |
| - | - | - |
| **Uncategorized Expense** or **Uncategorized Income** (iOS: **Choose category**) | finerd couldn't choose a category | Choose a category and save: see [Confirm or fix a transaction](#review) |
| No message, and [Zero Inbox](#zero-inbox) is on | Every new bank transaction waits for you in Zero Inbox | Check it and select **Mark as reviewed** |
| «Your pending transaction is stuck. It’s been over 7 days, check with your bank.» | The payment has been [pending](#pending) for more than 7 days | Check with your bank; the label goes once the bank posts or cancels the payment |
| «Transaction is posted. Looks good? Great. If not, contact the merchant or bank.» | A pending transaction you watch has been posted | Check the amount, then select **Mark as reviewed** |
| «Canceled by the bank. Check with them or delete it to keep your records clean.» | The bank canceled a pending payment that you had changed in finerd | Check with your bank |
| «Your partner updated this transaction» | Your partner changed a family transaction you share | See [shared transaction updates](/family-accounting/shared-transaction-updates) |
Confirm or fix a transaction
Open a transaction that needs review and check its category, merchant and amount.
* **If everything is right**, select **Mark as reviewed**. The button replaces **Save** while you haven't changed anything. It appears for transactions waiting in [Zero Inbox](#zero-inbox), a watched transaction that has been posted, and a transaction your partner changed.
* **If something is wrong**, fix it and select **Save**. Saving a change marks the transaction as reviewed too. To see what you can change in a transaction from your bank, see [Edit a transaction](/transactions/add-transaction#edit).
The transaction then leaves the **Needs review** list. Two kinds keep the label until the cause is gone: an uncategorized transaction until you choose a category, and a stuck pending one until the bank posts or cancels it.
1. Open the transaction in **Transactions**, or select it in the **Transactions to review** widget on the **Dashboard**. From the widget, **Skip** moves to the next transaction without changing this one.
2. Check the transaction.
3. Select **Mark as reviewed**, or make your changes and select **Save**.
1. Open the transaction in **Transactions**.
2. Check the transaction.
3. Tap **Mark as reviewed** at the bottom, or make your changes and tap **Save**.
For a transaction that waits for its bank, such as a stuck pending payment, the bottom button is **Skip**: it opens the next transaction to review without changing this one.
1. Open the transaction in **Transactions**, or tap it in the **Transactions to review** widget on the **Dashboard**. From the widget, **Skip** moves to the next transaction without changing this one.
2. Check the transaction.
3. Tap **Mark as reviewed** at the bottom, or make your changes and tap **Save**.
To confirm a transaction without opening it, swipe it to the left in **Transactions** and tap **Mark as reviewed**, the only action the swipe shows. A transaction waiting in Zero Inbox is confirmed at once; for any other reason, the swipe opens the transaction so you can check it.
Review every new transaction with Zero Inbox
In **Zero Inbox** mode, every transaction that arrives from your bank is marked **Needs review** until you confirm or change it. Without it, finerd marks only the transactions it needs your help with, such as uncategorized ones.
Zero Inbox needs Pro and is set for your Personal space as a whole. When you turn it on, finerd asks whether to review the transactions you already have:
* **Review everything** also marks the imported transactions you haven't changed or reviewed yet.
* **Only new ones** starts with the next transactions your bank sends.
While Zero Inbox is on, **Transactions** opens with the **Needs review** filter on. Turning it off removes the label from imported transactions you haven't changed or reviewed; transactions that need review for another reason, such as a missing category, keep it.
1. Select your profile at the bottom of the sidebar, then select the settings icon next to your space.
2. Under **Preferences**, select **Zero inbox mode**. **On** or **Off** shows its current state.
3. Select **Activate zero inbox mode**, then **Review everything** or **Only new ones**.
To turn Zero Inbox off, select **Zero inbox mode** again, then **Deactivate**.
1. Open **More**, then open your space at the top of the screen.
2. Under **Preferences**, tap **Zero inbox mode**.
3. Tap **Activate zero inbox mode**, then **Review everything** or **Only new ones**.
To turn Zero Inbox off, tap **Zero inbox mode** again, then **Deactivate**.
1. Open **More**, then tap your space's icon at the top right.
2. Under **Preferences**, tap **Zero inbox mode**. **On** or **Off** shows its current state.
3. Tap **Activate zero inbox mode**, then **Review everything** or **Only new ones**.
To turn Zero Inbox off, tap **Zero inbox mode** again, then **Deactivate**.
Pending and posted transactions
When you pay by card, your bank often reports the payment at once as pending and confirms it later, when the money actually leaves your account: the payment is then posted. finerd shows **Pending** under the amount in **Transactions** and under the bank account inside the transaction.
* **You can work with a pending transaction as usual**: choose its category, split it or add a note. When the bank posts it, the amount and date become the ones the bank posted, so check it again then.
* **After the bank posts it**, its date and the bank's side can't be changed. See [Edit a transaction](/transactions/add-transaction#edit).
* **If a payment stays pending for more than 7 days**, finerd marks it **Needs review** and suggests checking with your bank.
* **If the bank cancels a pending payment** you haven't changed, it disappears from finerd. One you've changed stays, so check it with your bank.
To get a notification when the bank posts or cancels a pending transaction, watch it. A watched transaction that has been posted shows up in **Needs review**, so you can check the final amount. To see only pending transactions, use the **Pending** filter: see [Search and filter transactions](#search).
1. Open the pending transaction.
2. Select **⋮**, then **Watch this transaction**.
3. Select **Keep me updated**.
To stop, select **⋮** → **Unwatch this transaction** and confirm.
Android shows **Pending** on the transaction but doesn't offer watching it. Watch it on the web or iOS.
1. Open the pending transaction.
2. Tap **⋮**, then **Watch this transaction**.
3. Tap **Keep me updated**.
To stop, tap **⋮** → **Unwatch this transaction** and confirm with **No, I like surprises**.
Search and filter transactions
**Search** above the list finds transactions by merchant, the description your bank sent, your note or the amount. For example, «773» finds a Boots payment whose bank description reads «02 OCT 26 BOOTS 773 LONDON», and «17.65» finds it by its amount. Search doesn't look at category or account names: use the filters for those.
The filters sit in a row under **Search**, and you can combine them:
| Filter | What it shows |
| - | - |
| **Date range** | Transactions in a period. **Switch to accrual** uses the accrual month instead of the date. |
| **Category**, **Account**, **Merchant**, **Tag** | Transactions with the ones you choose. On the **Exclude** tab, everything except them; the filter then starts with «Excl:». |
| **Needs review**, **Pending** | Transactions [to review](#needs-review) or [still pending](#pending). |
| **Type** | Hides internal transfers, or keeps only transactions with a receipt or a CheckPie. |
| **Recurring** | Transactions linked to a [recurring payment](/recurring/track-recurring-payments). Needs Pro. |
| **Family** | Personal or family transactions, if you use family access. |
1. Open **Transactions**.
2. Type in **Search**, or select a filter under it. More filters appear when you scroll the row with the arrows. **Needs review** is its own filter; **Pending** is under **Type** → **Status**.
3. To remove every filter, select **Clear filters**.
1. Open **Transactions**.
2. To search, tap the magnifier at the top and type. To filter, tap a filter in the row under the title: **Date range**, **Statuses** (**Needs review**, **Pending**), **Categories**, **Accounts**, **Merchants**, **Tags**, **Type**, **Recurring** and, with family access, **Family**.
3. To remove one filter, tap **×** on it. To remove every filter, tap the reset icon at the start of the row.
1. Open **Transactions**.
2. Type in **Search**, or tap a filter under it and scroll the row for more. **Needs review** and **Pending** are under **Status**.
3. To remove one filter, tap **×** next to it. To remove every filter, tap the reset icon at the start of the row.
Change several transactions at once
Select several transactions to change them together: for example, give every coffee-shop payment the same category, or confirm a whole batch waiting in Zero Inbox. **Choose bulk action** offers:
* **Change to category**: one category for all of them.
* **Change transfer destination**: turns them into transfers to one of your accounts.
* **Change merchant**.
* **Add tag to categories** (iOS: **Add tag**): adds a tag.
* **Mark as reviewed**: removes **Needs review** from imported transactions. An uncategorized transaction keeps it until it gets a category.
* **Mark as family**, if you use family access.
* **Mark as recurring**, with Pro.
Add more than one change with **Add action** before you apply them. Bulk changes don't touch amounts or dates, and split transactions are skipped by the category, transfer, tag, family and recurring changes. **Select all** selects the transactions loaded in the list, so scroll down first to include older ones.
1. In **Transactions**, tick the box next to each transaction. The box in the header selects all of them.
2. In the bar above the list, select **Edit**.
3. On **Choose bulk action**, select an action and set its value. To add another, select **Add action**.
4. Select **Apply**.
**Delete** in the same bar deletes the selected transactions for good; see [Delete a transaction](/transactions/add-transaction#delete).
1. In **Transactions**, touch and hold a transaction. It's selected, and the list switches to selection.
2. Tap more transactions, or **Select all** at the top.
3. Tap **Edit**, then **Add action**, and choose an action on **Choose bulk action**.
4. Tap **Apply**.
The trash button next to **Edit** deletes the selected transactions.
1. In **Transactions**, touch and hold a transaction and tap **Select**. The menu also has **Delete**, which deletes only that transaction. You can also start with **⋮** at the top → **Bulk edit**.
2. On **Tap to select**, tap more transactions, or **Select all**.
3. Tap **Edit 2 transactions** (the number is how many you selected) and choose an action on **Choose bulk action**. To add another, tap **Add action**.
4. Tap **Apply**.
The trash button next to **Edit** deletes the selected transactions.
Reimport a transaction
**Reimport** asks your bank's connection for one transaction again and processes it as if it had just arrived. Use it when a transaction from your bank looks wrong in a way you can't fix by editing it, or when support asks you to.
Reimport replaces your changes to the transaction: finerd chooses its category, merchant and parts again. Your note stays. The transaction is no longer marked as reviewed, so with Zero Inbox on it's back in **Needs review**. There's no confirmation and no undo.
Reimport works only for transactions from a connected bank. finerd shows **Reimport request sent successfully.** and updates the transaction in the background.
1. Open the transaction.
2. Select **⋮**, then **Reimport**.
1. Open the transaction.
2. Tap **⋮**, then **Reimport**. The item appears only for transactions from a connected bank.
1. Open the transaction.
2. Tap **⋮**, then **Troubleshooting**.
3. Tap **Reimport transaction**.
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