> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Review personal transactions

In a personal workspace, new bank activity waits for a yes from you.

|| Until you approve it, it does not change spending, budget, or goals.

| This Review page is **not** in All pages. Open **Needs attention** in the top bar.

## Open Review

1. In the **top bar**, click the clipboard icon named **Needs attention**. When transactions are waiting, the green number on it counts only that review list.
2. Click **Transactions to review**. The card shows that same number.
3. The page title is **Review**.

![Needs attention in a personal workspace, with Transactions to review and a count of 4](https://booksgpt.ai/help/personal/transactions-to-review-20261001.png)

## Work the list

Each row is a suggestion until you act.

- **Approve** if the category is right.
- **Not right · change category** if you need a different one, then approve.
- **Dismiss suggestion** to clear the guess without posting it.
- **Exclude** to keep it out of spending and reports (a transfer you do not want counted, or a duplicate).

![Personal Review with Approve, Not right, and Dismiss](https://booksgpt.ai/help/personal/review.png)

If several rows already have a category, click **Approve all N**.

Use the **To review**, **Reviewed**, and **Excluded** tabs to find a row again. You can undo a recent action from Reviewed.

## Good to know

- The full list of personal activity is under **Money** > [Transactions](https://app.booksgpt.ai/go/transactions). Split a row there if one charge needs two categories.
- Transfers between your own accounts should not look like spending. See "See personal cash flow and recurring bills".
- Business books still use **Daily work** > **Review inbox**. That is a different page.