Close exception
Something that blocks a monthly close: an uncategorized transaction, an unreconciled statement, an unbalanced clearing account.
In Solo Superstars
Each exception on the Close page links to where it is fixed. Financial Watch deliberately stays quiet about lines already listed here, so you are not told twice.
Example
Exception: "3 transactions in review" → Bank review. Exception: "Stripe Clearing 1,282.10" → Processor payouts.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- blocker
- open item
Related
- Monthly close — Declaring a month finished: everything categorized, statements reconciled, then locked so nothing older can change.
- Review queue — Bank transactions Alison was not confident enough to categorize on her own, waiting for your call.
- Clearing account — A holding bucket for money in transit that should return to zero once both sides of a movement are recorded.
- Unreconciled transaction — A posted bank transaction that has not been cleared on any reconciliation yet.