Docs

Bank import data quality

This report collects parsing errors, rejected rows, possible duplicates, uncategorized transactions, and gaps by wallet. Each warning links to the import and affected rows.

DocumentationDocsGuideReportsImport HealthData QualityBank Statements

Import errors and affected rows

A failed row does not create a transaction and leaves a gap in history. Check the source file and detected bank format before working on categories.

Duplicates and uncategorized clusters separately

A duplicate changes balances and report totals twice. An uncategorized transaction changes the balance once but is missing from the correct budget and report group.

Source file and affected rows

A warning links to the source file and affected rows. Correct the source data or choose the right bank format, then upload the file again and review the duplicate preview.

Reports after source repair

After you correct or delete an imported transaction, Tetri recalculates its wallet balance, budgets, forecasts, and reports. Open the affected wallet, budgets, and reports to verify the changed amounts.