Needs Review
The "Needs Review" feature helps you stay on top of new transactions. Transactions are flagged for review so you can verify categories, add notes, or just acknowledge you've seen them.
What Is Needs Review
New transactions are marked with a blue dot indicating they need review. This helps you:
• Catch miscategorized transactions
• Spot unauthorized charges quickly
• Stay engaged with your finances
• Track what you've already looked at
Reviewing Transactions
To mark a transaction as reviewed:
• Click the blue dot on any transaction
• Or open the transaction and click "Mark as Reviewed"
• Or use bulk editing to review many at once
The blue dot disappears once reviewed.
Finding Unreviewed Transactions
Filter transactions to see only those needing review:
1. Go to Transactions page
2. Click "Filters"
3. Select "Needs Review"
The Dashboard also shows a count of unreviewed transactions.
Disabling Auto-Review Flag
If you don't want new transactions flagged for review:
1. Go to Settings > Preferences
2. Toggle off "Mark new transactions as Needs Review"
New transactions will no longer be flagged.
