# Categorize and add a bank transaction

Choose a ledger category, review Nonprofit coding, and post a bank transaction.

Canonical: https://demo.qixcount.com/help/banking/categorize-a-transaction

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

Where: Banking, then Bank feed

You'll need: A bank record and an active category account; posting needs a linked bank GL account and an open posting date

A category identifies the ledger account used for the other side of a bank posting. Assigning a category and posting the bank record are separate steps. You need *View reconciliations* and *Edit bank transactions*. Owners have both.

## Categorize a record

1. Open **Banking**, then **Bank feed**.
2. Select the account tile.
3. Open **For Review**.
4. Find the record using its date, description, and amount.
5. In Nonprofit, review **Financial coding** before choosing a category.
6. Select the account from **Select category...**.

The selector lists active expense, revenue, asset, and liability accounts. In Nonprofit, coding includes **Fund**, **Program**, **Grant**, **Restriction**, **Net asset class**, and **Function**. Archived selections must be reactivated before posting.

## Add the record to the books

After categorizing, the current row shows **Add**. Select it before reloading or leaving the page to post the bank journal.

> [!WARNING]
> **Add** affects your books. Check for an existing invoice, bill, payment, or journal first. If the bank record represents an existing record, use [matching](https://demo.qixcount.com/help/banking/match-a-transaction) rather than creating another posting.

The journal uses the bank account's linked ledger account and the chosen category. For a withdrawal or fee, it debits the category and credits the bank ledger account. For a deposit or interest, it debits the bank ledger account and credits the category.

## What happens next

The posting links the bank record to its journal and marks it imported. If you categorized and reloaded before selecting **Add**, the record can already be under **In QixCount** without a journal. Check the transaction details and contact support before correcting it. Do not create a second bank record to recover the posting control.

Closed or locked posting periods, backdating limits, or incomplete Nonprofit setup can block the journal. A category and bank ledger mapping are required. Next, [reconcile the account](https://demo.qixcount.com/help/banking/reconcile-an-account).