Needs review can be used to mark transactions to review more closely or be notified about. Every transaction has a "needs review" option that can be toggled on or off manually or a rule can be created to set this automatically.
Table of Contents
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Mark transaction as needs review on desktop
- Mark transaction as reviewed on desktop
- Swipe to review on mobile
- Reviewing transactions in a list on desktop
- Needs review preferences in settings on desktop
Mark transaction as needs review on desktop
- Navigate to desired transaction to mark as needs review.
- Select > to expand transaction details.
- Scroll down to Needs review by.
- Use the drop down menu to select who the transaction should be reviewed by. The options are anyone, yourself, or a specific household member (if household members have been added).
- This will automatically save.
Mark transaction as reviewed on desktop
- Navigate to Transactions.
- Select the All Transactions drop down menu.
- See a Needs Review by... and select either anyone, yourself, or a specific household member (if household members have been added).
- A list of transactions marked as needs review will appear.
- Select ✓ to mark transaction as reviewed.
- Alternatively, select ✓ Edit Multiple to check specific transactions > select Edit > go to Review Status > use the drop down to change the status to No change, Needs review, or Reviewed > Select Save.
Swipe to review on mobile
There are a few ways to start swiping to review. You can start your reviewing by going to the Dashboard or Transactions pages on mobile.
- Navigate to Dashboard.
- Tap the Let's review some transactions orange banner.
- Review the transaction and make any necessary edits.
- Now you can either:
- Swipe Right or tap Mark as reviewed to mark transaction as reviewed.
- Swipe Left or tap Skip for now to skip reviewing the transaction and come back to it later.
Reviewing transactions in a list on desktop
- Navigate to Transactions.
- Select the All Transactions drop down menu.
- See a Needs Review by... and select either anyone, yourself, or a specific household member (if household members have been added).
- A list of transactions marked as needs review will appear.
Needs review preferences in settings on desktop
Marking new transactions as Needs Review
All newly synced transactions will be labeled as Needs Review and will be displayed in the Needs Review filter.
- Navigate to Settings > Preferences.
- Toggle on or off the setting Mark new transactions as Needs Review.
Marking uncategorized transactions as Needs Review
Any new uncategorized synced transactions will be marked as Needs Review and will be displayed in the Needs Review filter.
- Navigate to Settings > Preferences.
- Toggle on or off the setting Mark uncategorized transactions as Needs Review.