Review
How the Review tab works
Validate extracted transactions and keep records accurate.
Updated: 2026-02-18
Before you start
- At least one completed upload
- Entity type set to match the uploaded data
Layered workflow
Layer 1: Filter and isolate
- Use month, financial year, category, source file, and search filters to limit the review scope to what needs attention.
- Start by filtering to "unsure" expense category and "other income" income category — these are the rows that need the most attention.
Layer 2: Correct and standardize
- Apply inline edits to fix individual rows: category, amount, description, and date.
- Use bulk edit to apply the same category change to multiple selected rows at once.
- Move rows between expense and income if the direction was extracted incorrectly.
Layer 3: Finalize and proceed
- After corrections, data is ready for Insights reporting, Notion sync, or invoice reference.
- Repeat this loop after every upload batch before moving to month-end tasks.
Purpose of Review
Review is where you confirm, correct, and finalize extracted expenses and income before they feed into reporting, Notion sync, or invoicing workflows. Raw extractions always contain some rows that need human validation — Review is the tool for that.
Filtering the transaction list
Use the filters at the top of the Review page to narrow down what you see. Available filters include month, financial year, expense or income category, sync status, and source file. The search field finds rows by description or merchant name.
A productive first step is to filter by the "unsure" category to see all transactions the system could not confidently classify. These need manual category assignment.
Editing a transaction inline
Click any row to open the edit panel. You can change the category, amount, description, month, and date. Changes save immediately. The category dropdown shows all built-in categories plus any custom categories you have created for the current entity type.
Bulk editing
Select multiple rows using the checkboxes to the left of each row. The bulk action toolbar appears when at least one row is selected. Bulk actions include: change category for all selected rows, delete selected rows.
Bulk edit is useful when a single merchant shows up with the wrong category across many transactions — select all rows from that merchant and correct the category in one action.
Moving a row between expense and income
Occasionally the parser extracts a credit (income) as an expense or vice versa — especially with refunds and balance adjustments. Use the row's edit panel to move it to the correct table. Moving a row between expense and income changes both its storage table and its effect on totals in Insights.
Recommended review checklist
Run this checklist after every upload to prevent reporting and invoicing mistakes.
- Filter to "unsure" category and reclassify all fallback rows.
- Scan for unusually large or small amounts that may indicate a parsing error.
- Check that month and date fields match the actual transaction date from the source document.
- Verify amounts use the correct currency separator — some European formats use commas as decimal separators.
- Confirm the source file filter accounts for all expected rows from each uploaded file.