Classification Review Guide

In PrivateACB 2.18.0 the wizard’s Classification Review step is gone. Transaction types are now reviewed in the Import window’s Types list: every type the file uses, how many rows carry it, the tax class it gets (Exchange, Income, Transfer, DeFi or Ignored) and how that class was decided. Changing a class updates the rows in front of you, and Remember keeps the choice for later imports into the same database. One decision can’t be made later: income can only be recorded at import. The current, complete guide is the Resolution Guide’s section on types, generated from the app itself. The same text is in the app under Help → PrivateACB Handbook.

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Last Updated: September 2026 PrivateACB Version: 2.18.0