What the status dots mean

Every transaction has a small mark next to its amount. It shows how far the transaction is along: typed by you, confirmed by your bank, or locked when you reconcile. The mark moves no money. It only tells you what has been checked.

The four marks

• Uncleared: an outlined green circle. You entered the transaction, but the bank hasn't shown it yet.
• Cleared: a filled green dot with a check mark. Your bank already shows it. Imported rows arrive cleared.
• Reconciled: a small gray lock. You checked it against your bank's balance, and it's locked. See Reconcile an account .
• Needs Review: a gray dashed circle. The transaction came from a file, an Apple Pay payment, a bank message or a scheduled transaction. You haven't looked at it yet. See Review captured transactions .

A row that waits for review shows the dashed circle even when the bank already has it. After you review it, the cleared or uncleared mark appears.

Change a status

• Swipe a row to the right and tap Clear. On a cleared row, the same button reads Unclear.
• On a row that needs review, the swipe button reads Reviewed.
• On a reconciled row, it reads Reconciled and unlocks the row after you confirm. Or touch and hold the row and tap Unlock.
• On a scheduled row, it reads Post and adds the transaction today.
• For many rows at once, select them and tap Status. Choose Cleared, Uncleared or Mark Reviewed.