Bank Fee Self-Account Entry Screen

Inspect an apparent duplicate fee for a bank-to-same-bank category before deleting records. Preparation only, not an account action.

What to provide

Fee transaction ID,bank account,debit/credit category,statement line and audit evidence.

How it works

1. Match the two visible entries to the same transaction.
2. Use Intuit documented same-bank debit/credit assignment as a possible cause.
3. Keep recategorization to an expense as a reviewer proposal,not executed repair.
4. Return evidence gap without deleting or posting.

The output

fee | bank_account | counterpart_account | same_account | statement | proposed_review | hold

Worked fictional example

Fictional fee T1 uses bank A for both bank account and category and appears twice. Flag a self-account coding hypothesis; two views do not establish two real bank fees.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More bookkeepers workflows · How-to guides

Method: reviewed source. Demand lead: Oct15 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude45, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia115, cashflowforecasting13. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 15, 2026.