Review Queue
Review and approve AI-categorized transactions
Overview
When transactions are imported via Plaid sync, the categorization engine processes them in three tiers:
- User-defined category rules (highest priority)
- Claude AI categorization for unmatched transactions
- Review queue for low-confidence or ambiguous items
Transactions that the AI isn't confident about land in the review queue for manual review.
Reviewing Transactions
The Review Queue page has three tabs: Pending, Approved, and Dismissed. Each pending item shows:
- Transaction date
- Merchant/description
- Amount
- Plaid category
- AI-suggested account
- Confidence level (high/medium/low)
Approving
Click "Approve" to import the transaction into the ledger with the selected account. You can change the account before approving. After approval, you're prompted to create a category rule so similar future transactions are auto-categorized.
Dismissing
Click "Dismiss" to skip the transaction without importing. You can optionally create a "skip rule" so similar transactions are automatically skipped in the future. This is useful for internal transfers, duplicate charges, and other transactions you don't want in the ledger.
Duplicate Detection
If the system detects a possible duplicate (matching date and amount to an existing ledger entry), the review item shows a warning with a link to the potential match. This prevents double-importing.
The more category rules you create, the fewer items will appear in the review queue. Over time, most transactions will be auto-categorized without manual review.