Select Accounts to Review
SCR-RECON-04 · Transaction Capture & Reconciliation
ScopedFigma
504:7237design drifted since last syncLayout
Scope which of the user's connected accounts Dovel actually analyzes, so only accounts relevant to the project are imported and reviewed.
States
- **Default**: list of connected accounts, none pre-selected.
- **No selection, continue tapped**: prompt to select at least one account or choose another capture method.
- **Selection saved**: proceeds to SCR-RECON-05 with only selected accounts imported.
Acceptance criteria
- Connected accounts are listed with masked account numbers and basic details.
- The user can select one or more accounts.
- Only selected accounts are used for transaction import and analysis.
- Tapping continue with no accounts selected prompts the user to select at least one, or to choose another capture method instead.
- Changing selected accounts later updates future imports without deleting previously confirmed transactions.
Powered by — endpoints · the Backend agent owns these
GET /transactions/inboxPOST /open-banking/linkPOST /open-banking/sync