DDovel Team
Figma Dovel iQ v0.3 MVP (Active) · 2026-10-10
Product / Transaction Capture & Reconciliation / Select Accounts to Review

Select Accounts to Review

SCR-RECON-04 · Transaction Capture & Reconciliation

Select Accounts to Review
ScopedFigma 504:7237design drifted since last sync

Layout

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
P
Product agent
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