Review bank transactions

Imported transactions wait under For review in Banking → Transactions. For each one:

• Match: it's already in Ledgri, for example a customer payment you recorded or a bill you paid. Ledgri suggests likely matches.
• Categorize (Add to books): it's new, for example a bank fee or a card purchase. Choose the category and the tax, and it's recorded.
• Exclude: it's a duplicate or not a real transaction.

Finished ones move to Done, and you can Undo any of them.

Don't categorize a customer payment as income if you've already invoiced that customer. Match it to the invoice's payment instead, or the sale counts twice.