How do I review new and imported transactions?
Work through new imports, repeating occurrences, possible duplicates, amount changes, and incomplete transfers from one inbox.
Select the New or review count from an account register to open its inbox. The all-accounts register shows the same queue for the whole pocket. Items are grouped by the decision they need, not by where they came from.
The three inbox groups
| Group | What is waiting | What your action does |
|---|---|---|
| Approvals | A repeating occurrence that has not posted yet. | Approve posts it to the account. Reject discards this occurrence without changing the balance. |
| Needs review | A possible duplicate, missing payee, zero amount, changed repeating amount, or transfer without a destination. | Resolve the specific warning, edit the row, keep it, or remove it. |
| New | An imported row you have not acknowledged yet. | Approve marks it reviewed. Choosing a category also approves it. Neither action changes whether the row is pending or posted. |
Resolve common warnings
- Possible duplicate, missing payee, or zero amount: choose Keep when the row is legitimate, Remove when it should be deleted, or edit the row to correct it. A saved edit clears the warning.
- Needs a destination: choose the other account to complete the transfer, or choose It was spending when the imported row is not a transfer.
- Price changed: update the expected amount for this occurrence, keep the existing expected amount, or log the bank row as a separate charge.
Match an import to something you entered
If you entered or scheduled a transaction before its posted import arrived, select exactly those two rows in the same account and choose Match. Pocketwatch keeps one merged transaction instead of counting both. Matching requires one posted imported row and one manual or scheduled row.
A matched row is labeled Matched. Its Actions menu includes Unmatch when you need the original manual and imported entries back.
Last updated August 18, 2026