The transaction categorization component displays a list of transactions that have been imported into Layer. By default, the component has two tabs:

  • To Review - Transactions that need to be reviewed/categorized before they will be journaled to the general ledger.
  • Categorized - Transactions that have already been categorized and journaled to the general ledger.

TransactionCategorization

Optional properties and useBankTransactionsContext give more control over the transactions list:

/** Using props */
<BankTransactions
  filters={{
    amount: { min: 0, max: 100 },
  }}
  mobileComponent="mobileList"
  mode='bookkeeping-client'
/>

/** Using hook */
const { setFilters } = useBankTransactionsContext()

setFilters({ amount: { min: 0, max: 10000 } })

<BankTransactions />

​
Properties

mode
string

Component mode for different client types. Values are: self-serve or bookkeeping-client. Defaults to self-serve.

mobileComponent
string

Indicates whether to use dedicated mobile-oriented layout for smaller screens. Possible values are mobileList or regularList. Defaults to regularList.

stringOverrides
object

Overrides for default strings in the component.

filters
BankTransactionFilters object

Filters to apply to the transaction list.

Linked accountsChart