Understand the Banking Page

Learn how the Banking page is organized so you can pick an account, import activity, review pending transactions, and confirm what should post to the general ledger.

Purpose

Use this article when you want a high-level map of the Banking page before importing or categorizing transactions.

Prerequisites

  • You are signed in to SPRK.
  • An active company is selected.
  • Your company has at least one bank or credit card account if you want to review real transaction activity.

Steps

  1. Open Banking.
  2. Review the page header:
  • New lets you enter a bank transaction manually.
  • Refresh reloads the current account activity.
  1. Use the account cards near the top of the page to choose the bank or credit card account you want to work in.
  2. Use the upload area to import one file at a time for the selected account.
  3. Review the Transactions area:
  • Filters support description, amount, date, amount type, category, rule-applied status, and class-related filters if dimensions are enabled.
  • Pending shows transactions that still need review before posting.
  • Categorized shows transactions already confirmed.
  1. In the Pending tab, use the row-level fields and actions:
  • Vendor is optional.
  • Categorize To selects the account for the other side of the journal entry.
  • Split lets you allocate one transaction across multiple accounts.
  • Find Check appears when check matching is supported for the selected account.
  • The primary action confirms the transaction once it is ready.
  1. Use the bulk controls above the table when you want to apply one account, confirm several transactions, or delete several transactions at once.

Expected Result

You understand where to select the account, where imported files enter the workflow, and which parts of the page only prepare transactions versus which step actually posts to the general ledger. Current ledger impact as of 2026-05-02:

  • Viewing the Banking page does not post anything to the general ledger.
  • Selecting accounts, filtering, editing categories, assigning vendors, creating splits, and matching checks on the page are preparation steps only.
  • General ledger posting happens when a pending transaction is confirmed.

Common Mistakes

  • Working in the wrong bank or credit card account card before importing or confirming transactions.
  • Treating the Categorized tab as the place where edits are staged. It reflects transactions that are already confirmed.
  • Assuming row-level category suggestions from rules mean the transaction has already posted.

Info

  • App sections: banking
  • Last validated: 2026-05-02
  • Screenshot status: not-started