What do the tabs in a bank account mean?¶

When you open a bank account, its transactions are organised into tabs:

• Uncategorised (with a count) — new transactions, from the bank feed or an import, that you haven't categorised yet. These need categorising before they appear in your reports or BAS. See How do I categorise bank transactions?
• Categorised (with a count) — transactions you've categorised. Each is linked to a record in your Business or Property section, and you can Recategorise or Uncategorise from here.
• Invoice Payments (business accounts only) — incoming customer payments, matched to your outstanding invoices. Strong matches are ready to confirm with one click, some are applied automatically (with an Undo), and anything else can be matched by hand with Match to invoice…. See How do I match bank payments to invoices?
• Rules — the automatic categorisation rules for this account. See How do bank rules work?

At the top of the account you'll also see summary cards: Opening Balance, Money In, Money Out and Closing Balance.

Related guides¶

• How do I categorise bank transactions?
• How do I match bank payments to invoices?
• How do bank rules work?
• What is the difference between Business and Property bank accounts?