Undone Bank Feed Pending Provenance

Trace a categorized transaction returned to Pending without recording it as a new bank payment. Preparation only, not an account action.

What to provide

Bank-feed ID, categorized event, undo event, Pending snapshot and ledger links.

How it works

1. Keep one stable bank-feed ID across status changes.
2. Record Intuit documented undone-category cause of beginning-balance issues.
3. Distinguish workflow status from bank settlement and prevent duplicate recreation.
4. Return a history chain without posting or setting R.

The output

bank_feed_id | category_event | undo_event | pending_status | ledger_link | bank_settlement_unknown

Worked fictional example

Fictional T 1 was categorized then undone and returned toPending. It is not a second incoming payment. Missing original ledger link holds reposting; Pending does not prove the bank reversed it.

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: Oct14 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude43, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia107, 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 14, 2026.