Why an operation needs review

When the app can't confidently pick a category for an imported operation, it flags it Needs review. That's a signal it wants you to check it.

Find them

Open the Operations list and look for the Needs review badge. You can filter the list by it to see only the ones waiting for you.

Confirm or correct

Open the operation and check the suggested category:

  • If it's right, press Confirm.
  • If it's wrong, change the Category first, then save.

What happens next

The app remembers your choice and categorizes similar operations automatically next time. The more you confirm, the fewer operations need review.