• How automatic categorization and review work

  Every bank transaction needs a category. BooksGPT spots card payments, then runs your rules, then AI suggests the rest, and you approve. Choose Off, Suggest or Auto-post in Settings, then AI preferences.Popular

• Reconcile a bank or credit card account

  Check your books against the bank statement line by line, finish when the difference is zero, and fix the usual reasons it won't balance.Popular

• Review the inbox and file Uncategorized transactions

  Confirm the inbox, then post those transactions to your books.Popular

• How BooksGPT connects to your bank, and how much history you get

  How BooksGPT connects through Stripe or Plaid, how much history each bank shares, and how to import more history after the first import.Some readers

• Connect your bank account

  Connect a US bank or card in a couple of minutes with a secure, read-only connection that syncs daily.Some readers

• Fix a bank connection

  Reconnect a bank that stopped syncing, bring in late or missing transactions, review possible duplicates, and move a feed to the right account.Some readers

• Fix or change a transaction's category

  Change a transaction's category in a click, many at once, from the Profit and Loss, or on a reconciled transaction.Some readers

• My bank is not supported, or will not connect

  Search the full directory, use the second secure provider, or import a CSV. What to do and how to ask us to add your bank.Few readers

• Set an account's opening balance

  Start each bank, card, or loan from the right number, keep an evidenced first-statement opening, or cut over only after earlier activity is counted once.Few readers

• Transfers, credit-card payments, and owner draws

  The three categorizations everyone gets wrong, and the one that double-counts your spending.Few readers

• Fill a possible gap in bank history

  Fill a possible missing stretch of bank history without double-counting.Few readers

• Merge a duplicate bank account

  Merge an empty archived duplicate into the bank account you actually use.Few readers

• Ask your client about selected transactions

  Ask a client about selected transactions. They answer from a secure email with no BooksGPT login.Few readers

• Split one transaction across categories

  A $100.00 warehouse run might be $80.00 of office supplies and $20.00 of meals. Splitting gives each part its own category. The amount on your statement stays the same. Watch: How to split a transaction into multiple categories in BooksGPT Split a transaction Open All pages in the left sidebar, then click Daily work and Transactions. Click the transaction, then Split transaction at the bottom of the pane.Few readers

• Scheduled transactions: plan what is coming

  Scheduled transactions are the money you know is coming or going: rent, payroll, a loan payment, a regular deposit. Adding them shows you whether an account will cover what is due before it is due. Each one is a forecast. It shows in that account's register and its projected balance, and it never posts by itself. Give it a category and class, and the bank line it becomes is filed with them when you tie the two together. When a waiting bank line clearly matches one schedule (same account, same aFew readers

• Discuss a transaction in Chat

  A transaction can carry a conversation. Use it for the questions that would otherwise live in an email thread: why a charge was split, who paid this card, which client this deposit came from. Notes stay inside the workspace. Emailing the client is a separate, consented lane. Open it Open All pages in the left sidebar, then under Daily work click Transactions. Click the transaction to open its detail pane. Find the Chat row. ItFew readers

• Record a distributor settlement statement

  Record a distributor settlement PDF as one journal entry. Automatic import currently supports original T-Cetra/VidaPay settlement PDFs in US-dollar business workspaces.Few readers