Transaction Audit
Scan and fix miscategorized transactions in bulk
What It Does
The Transaction Audit scans existing ledger entries against your current category rules to find mismatches -- entries that would be categorized differently if they were imported today. This is useful after creating new rules or when you want to clean up historical data.
Running an Audit
Go to Audit and configure optional filters:
- Account filter -- scan a specific account
- Source filter -- Plaid-imported, PDF-imported, or all
- Date range
Click "Run Audit" to scan.
Reviewing Results
The audit shows each mismatched entry with:
- Current account
- Suggested account (based on current rules)
- The rule that matched
- The transaction details
You can override the suggestion per row.
Bulk Recategorize
Select entries using the checkboxes, confirm or override the suggested account for each, then click "Recategorize" to move them all at once. The entries are moved to the new accounts while maintaining the double-entry balance.
When to Use
- After creating a batch of new category rules
- When you notice a pattern of miscategorized transactions
- Periodically to keep your books clean
- After importing historical data via PDF