Reviewing bank transactions (bank feed)

Banking shows what came through each linked or uploaded account. The tile at the top compares the bank's balance with the balance in your books. Lines wait in For review until you handle each one:

Your three choices

Match — the transaction is already in your books (you entered the invoice payment, bill payment or expense yourself). MitoBooks suggests matches with the same amount near the same date; pick one, or use Find match to combine several book transactions that add up to the bank amount. Matching doesn't change your books; it just confirms them.

Add — it isn't in your books yet. Choose a category (expense or income account) and optionally a payee, and MitoBooks records it on the bank date.

Exclude — it shouldn't be in your books at all (a duplicate, a personal charge, something already entered another way).

Faster review

Suggested categories come from your bank rules and from how you categorized similar transactions before. Tick several lines and click Accept to add or match them all at once.

Made a mistake? Open the Categorized or Excluded tab and click Undo to send a line back to For review. Undoing an added line deletes the transaction it created.

Adding, accepting or undoing a transaction dated on or before your closing date asks for the closing password.