Review Your Transactions in COUNT

Ensuring the accuracy of your transaction details is crucial for maintaining precise financial records. Marking a transaction as reviewed on the Transactions page in COUNT helps verify that all details are accurate and complete. Here's a guide on how to review your transactions effectively:

Why Review Transactions? Marking transactions as reviewed allows you to confirm that all details, such as category and account fields, are correct. It's an essential step in maintaining accurate records, though leaving a transaction unreviewed does not impact your reports or your ability to perform bank reconciliation.

Prerequisites for Reviewing Transactions:

• Ensure that the category and account fields are filled in. Transactions with missing details in these fields cannot be marked as reviewed.

Steps to Mark a Transaction as Reviewed:

1. Navigate to Transactions:

• On the left-side menu, click on Transactions

2. Mark Individual Transactions:

• For each transaction, check the Category and Account fields.
• If details are complete, click the Confirm button (green) in the transaction row.
• Once reviewed, the status will show as Reviewed (with a green check).

3. Bulk Review Transactions:

• Select multiple transactions by clicking the checkboxes on the left.
• Use the toolbar at the top to apply review actions to all selected transactions.

By following these steps, you can efficiently review your transactions in COUNT, ensuring your financial data is accurate and up-to-date. This process not only helps in maintaining meticulous records but also facilitates smoother financial management and reporting.

Updated on: 13/09/2025