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 it from the top bar.

Open Review

1. In the top bar, click N to review (for example, 12 to review).
2. The page title is Review.

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).

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. 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.

Updated on: 17/08/2026