Transactions is every individual movement of money, rather than the summarized view the reports give you. It is where you go when a number looks wrong and you want to see what is actually behind it.
The three views
Income — money in.
Expenses — money out.
Recurring — what repeats, covered separately in recurring payments.
Transactions to review
Anything Omnyra could not categorize confidently is held here rather than filed somewhere plausible. This is deliberate. A guessed category produces a report that looks complete and is quietly wrong, which is worse than one that tells you what it does not know.
Clearing this list is the single highest-value hour in the books, because the categories feed the profit and loss, the tax reserve and every margin figure. Uncategorized spending is not missing from your totals — it is missing from the breakdown, so you can see that money left without seeing what it bought.
The queue only shows the last 12 months
Connecting a bank brings in up to two years of history, and every one of those transactions arrives needing a category. Without a limit the queue would open on two years of the past, sorted biggest-first, and the first thing you would see is the largest transaction from eighteen months ago.
So the review queue shows the last 12 months by default. Older items are still in your books and still counted in every total — they are held out of this list only. The banner at the top of the queue tells you how many are hidden and how far back they go.
If the old records are not yours
A different problem needs a different answer. If you bought the business, or your field software carried in a previous owner's history, those records are not yours at all and should never appear anywhere — not in the queue, not in your reports.
Set Books start on that banner to the date your ownership begins. Anything before it is excluded from the books entirely, rather than merely hidden from this screen. It takes effect on the next ledger rebuild, so reports catch up shortly after you set it rather than the instant you save.
Leave it blank if all the history is genuinely yours. The 12-month limit on this queue applies either way, and you can widen it without touching the books start date.
Categories
Categories come from your chart of accounts. Assigning one to a transaction tells Omnyra what kind of money it was, and once assigned, similar transactions from the same source are recognized more readily.
Two categorization habits are worth having. Be consistent rather than precise — the same vendor filed the same way every month is more useful than a perfect taxonomy applied unevenly. And keep the owner's personal spending out of business categories, because it distorts every expense ratio it touches.
What you cannot change here
The amount, the date and the source of a transaction come from the system that reported it. Omnyra does not overwrite them. If an amount is wrong at the bank, it is wrong at the bank, and the correction has to happen there.
Entering one by hand is recording an expense. Keeping the owner's own spending out of business categories is marking a transaction personal.