Review
The triage queue that keeps everything downstream accurate.
Try it step by step
These steps describe the web app. iPhone controls may differ.
- Open Review and resolve uncertain categories and transfer suggestions. Inspect auto-filed activity as well as items waiting for you.
- Confirm recurring patterns that should be tracked; use Rules to inspect the categorization rules your corrections create.
- Check Accounts needing a look. Connected accounts are checked automatically; Review lists balance differences, payments pending too long, amounts changed after posting, expected bills that have not appeared, and banks that need reconnecting.
- Open an issue to see the related activity, recurring payment, or bank connection. Fix the cause, confirm a changed amount when it is correct, or mark the issue as seen while it is still being checked.
Worked example
A checking withdrawal and matching credit-card payment describe one transfer. Matching them prevents the payment from being counted as another purchase.
Check before you continue
If an account shows a balance difference, look for missing or repeated activity first. Do not add a balancing transaction just to force agreement.
The stream
Review uncertain categories and suggestions, and spot-check auto-filed transactions. Some activity is categorized or confirmed automatically; not every transaction waits for manual approval. Confirming or correcting categories helps rules handle future transactions. Manage those rules from the Rules button in Review.
Recurring detections
Newly spotted recurring patterns appear here — confirm the ones to track, dismiss the ones that aren't really recurring.
Transfers
Matched transfer pairs are excluded from spending automatically; suggestions for likely matches appear for your confirmation.
Accounts needing a look
Account checks run in the background, so there is no month-end checklist. When something needs you, Review lists it: a balance difference that persisted across fresh bank updates, a payment pending longer than usual, an amount your bank changed after posting, an expected bill that has not appeared, or a bank that needs reconnecting. There is no month to seal or reopen; correct older activity directly and the checks run again.