Post bank lines without review and use Undo

Warning

Automatic posting creates real journals. Review your account limits and rules before turning it on.

Turn on history-based posting

1. Open Settings, then Banking.
2. Under Post without review, turn on the switch for the bank account.
3. Enter the amount under Only under. The default is $500.00.
4. Choose Email what posted to.
5. Select Save settings.

The account switch starts off. History-based posting needs at least three postings of that merchant in the last 12 months, all to one active category with consistent coding and no splits. Only settled, unflagged money out strictly below the limit is eligible. A $500.00 line does not qualify under a $500.00 limit.

Understand rule posting

Rules use their own Post without review switch in the Rules list. They can post even when the account's history switch is off, and do not use its amount limit. New rules made from an offer start with posting off. Review each rule separately.

AI suggestions, bank-category suggestions, transfers, transfer-like lines, pairs, hand-entry pairs, unanswered questions, pending bank activity and flagged lines never post by themselves. Saved splits and partial invoice or bill allocations also wait for a person. Closed dates, inactive categories and mismatched bank currency block posting. In Nonprofit, a rule or consistent history must supply fund coding; different saved personal coding is held for review. Donor restrictions are not guessed.

Existing automatic invoice, bill and payment matching has separate bank matching controls.

Review the email and use Undo

Posted shows Auto for history-based posting and Rule for rule posting. The daily email lists the previous calendar day's automatic lines in the business's timezone by account, including dates, merchants, categories, sources, amounts and links back to the line. It goes to the selected active member, or an active owner if none is available. There is no email when there were no automatic postings.

1. Open the line from the email, or from Posted in Bank transactions.
2. Read its journal and select its reversal action.
3. Review the dialog explaining that it returns to For review.
4. Confirm only when the correction is intended.

Undo reverses the journal, keeps its history and returns an automatic line with its suggestion. It waits for a person before posting again. A posting made by a person instead stays in Excluded as correction history. See other reversal and match limits.

Understand the automatic switch-off

If more than 2% of an account's most recent automatic postings, up to 40, were changed afterward, its history switch turns off and shows the reason. The check does not wait for 40 postings. Undo and a personal split replacement count as changes. Review the cause before turning it back on. Rule switches remain separate.

These controls also apply to eligible CSV imports when Plaid feeds are off. Sandbox records remain simulated.