In short
On Actuals, the inbox lists every single bank and manual booking for the selected month. Tap a row to open Edit booking.
What you can change
On an imported row, the amount, date and account stay as the bank booked them. You set the category or divide the booking with Split. Remember saves a payee rule.
Using the list
- On a computer, sort by date, payee, category, account or amount.
- On your phone, swipe right to categorise and left to delete.
Symbols in the list
- The Account column shows the booking's cash account. A small link symbol means a connected account. An upload symbol means an imported row.
- A split booking appears as separate parts. A small number on the category icon shows how many parts belong to the same payment.
The ⋯ menu takes you to Review duplicates and No account. Every change updates the monthly totals automatically.
In the app
- Actuals
You’ll find these areas in Westara after signing in.
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Related articles
- How do I split a booking across several categories? Open the booking (Edit booking) and tap Split. The amount, date and account stay as the bank booked them.
- How do I clean up duplicates and bookings without an account? You do both on Actuals in the ⋯ menu: Review duplicates for double rows, No account for rows that no longer sit on any current account.