# Review several bank transactions at once

Use the bank feed selection bar for categories, posting, exclusion, and restoration.

Canonical: https://demo.qixcount.com/help/banking/bulk-actions

Who can do this: Owners, or people with *View reconciliations* and *Edit bank transactions*

Where: Banking, then Bank feed

Use the bank feed's selection bar to apply one action to several records. You need *View reconciliations* and *Edit bank transactions*. Owners have both.

## Select the records

1. Open **Banking**, then **Bank feed**.
2. Select the account and review tab.
3. Select each record's checkbox, or the table-header checkbox.
4. Check the selected count in the bar at the bottom.

The header checkbox selects records on the current page. On **Excluded**, select skipped rows individually so retained correction history is left out. Use **Clear** to clear the selection. Review the selection again after changing the page or filters.

![Bank feed selection bar with Categorize, Add to Books, and Exclude](https://demo.qixcount.com/images/help/banking-feed-bulk.webp)

## Choose a bulk action

| Tab | Action | Result |
| --- | --- | --- |
| For Review | Add to Books | Posts eligible records that already have a category. Already imported records and retained reversals are not added. |
| For Review | Exclude | Marks selected records skipped after confirmation. |
| In QixCount | Undo | Runs the individual undo action for each selected record, with confirmation prompts. |
| Excluded | Restore | Returns skipped records to For Review. Retained reversal history is not restored. |

For records that need a category and a new ledger posting, use the [single-record workflow](https://demo.qixcount.com/help/banking/categorize-a-transaction) and select **Add** before leaving the page. Bulk **Categorize** reloads the page and moves the records out of **For Review** before you can post them. If this has already happened, check for a linked journal and contact support; do not enter duplicate bank records.

> [!WARNING]
> **Add to Books** posts journals and **Undo** changes accounting records. Review categories, existing matches, and [undo consequences](https://demo.qixcount.com/help/banking/exclude-and-restore) before proceeding. A bulk action is not a promise that every selected record was changed.

## What happens next

Review the resulting records and any message, then [reconcile the account](https://demo.qixcount.com/help/banking/reconcile-an-account). For a record that needs editing or deletion, follow [the individual transaction task](https://demo.qixcount.com/help/banking/add-a-manual-transaction).