Approving All Transactions

Is there a way to approve all  transactions that have been imported with one click rather than clicking through each transaction individually? You could do this by hitting the reconcile account, but if my accounts don't match then I wouldn't reconcile. 

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  • Yes, there is! If you select all the transactions that need to be approved (by clicking the check box next to each one), you can then click on Edit and then Approve. :)

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      • Wessel
      • wessel
      • 2 yrs ago
      • 2
      • Reported - view

      Even easier than selecting the transactions: click the checkbox to the left of the Date header to select all transactions.

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  • amp97  But is there a way so I don't have to go down selecting each transaction?  Wessel if I select the checkbox next to the Date header then it selects all transactions. If there are uncleared transactions those would be included as well. I just wish there were some other button that would let you just approve all transactions that have cleared the bank.

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    • DocDax - Approved marks is a valid entry.  Cleared marks as matching the current bank statement (reconciled).  I select all transactions then approve after reviewing.  When I get the feed from the bank I am then forced to check each one then clear the selected fields.

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      • Wessel
      • wessel
      • 2 yrs ago
      • 1
      • Reported - view

      DocDax To approve all cleared transactions, enter "Is: Cleared" in the search box to the top right. (Or just type "Cl" and accept the suggestion.)

      Like 1
  • Hi DocDax !

    You're looking for a way to approve just the newly imported transactions, is that correct? If so, you should get a notice after importing that says "X transactions need to be approved or categorized" at the top of your account register. If you click there, only the unapproved and uncategorized transactions will show.

    Then, you can select all and approve. :)

    Hope that helps!

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  • Hello I am using the phone app to approve imported transactions. These same transactions are importing again on future logins after I approve - is there something else i need to do? Thanks 

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    • Hi John G !

      If you're seeing duplicate transactions import, please use this form to report a Bank Importing Issue. If you're having trouble with approving transactions on mobile, let me know and we can take a closer look at things for you! :)

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  • Status Answered
  • 1 yr agoLast active
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