Wallet displays all data shared by your bank. However, it's important to note that different banks have varying practices regarding records sharing. Some banks provide both uncleared and posted records, while others only share posted records.
If your bank shares uncleared records, these entries are read-only and cannot be modified within Wallet. It's essential to keep this in mind when managing your records.
Uncleared records will be removed from your list once the bank provides posted records. When these records clear, they'll move to the top of your list, allowing you to categorise them. You can use automatic rules feature to automate the categorisation process.
If you encounter any issues, feel free to contact us by clicking the "Submit a request" button below.
Submit a request button missing?
Please read the article on How do I contact support? and then return to this page to submit your ticket.