RunSensible Bank Transactions Tutorial: Match, Categorize, and Post Transactions

Learn how to manage bank transactions in RunSensible, including how to review imported bank activity, exclude transactions, categorize unmatched records, match transactions to existing records, and review posted transactions. This tutorial also walks through the App Transactions tab and explains how cheque printing works for withdrawal transactions recorded with cheque as the payment method. If you use RunSensible for accounting, trust activity, billing, or financial record-keeping, this guide will help you understand how bank and app transactions are handled inside the system. In this video, you’ll learn how to: View and manage internal bank accounts Exclude or re-include bank transactions Categorize transactions that do not have existing records Match imported bank transactions to RunSensible records Understand Operating Bank and Trust Bank matching views Review posted transactions Use the App Transactions tab Print cheques from eligible withdrawal transactions #RunSensible #BankTransactions #Accounting