Workflow Guide

The Check

1. Filter by Unreviewed

Start on the Transactions page. Use the review status filter to show only unreviewed transactions. This gives you a clean list of everything that needs attention.

2. Review Each Transaction

Go through each unreviewed transaction and verify:

• Category — Is it correct? If the transaction was auto-categorized or imported, make sure the category matches the actual expense or income type. Adjust if needed.

• Description & Amount — Does everything look right? Fix any errors.

• Split — If a transaction covers multiple categories (e.g., a store receipt with both groceries and household items), use the split feature to divide it across the correct categories.

3. Create Automation Rules

If you notice a transaction that keeps appearing with the same description pattern (e.g., a subscription, a regular supplier), create an automation rule directly from it:

• Click the three-dot menu on the transaction row

• Select "Create Rule" — this pre-fills the rule with the transaction's details

• Adjust the matching criteria and target category as needed

• Save the rule — future transactions matching this pattern will be categorized automatically

Tip: The more rules you create during your checks, the fewer uncategorized transactions you'll see in future checks. Over time, most transactions will categorize themselves.

4. Create Templates for Recurring Transactions

If a transaction is something that repeats on a schedule (rent, salary, loan payment, subscription), create a template from it:

• Click the three-dot menu on the transaction row

• Select the option to create a template

• Set the recurrence pattern (monthly, weekly, etc.), amount, and category

• Preview the forecast dates to make sure the schedule is correct

• Save — the template will automatically generate forecast transactions

Templates give you visibility into future cash flow and make budgeting more predictable.

5. Mark as Reviewed

Once you've verified a transaction (and created any rules or templates from it), mark it as reviewed:

• Mark individual transactions from the row action menu

• Or select multiple transactions and use bulk mark as reviewed to handle them all at once

6. Repeat

Continue until there are no unreviewed transactions left. That's it — your check is done.

Monthly Extras

Once a month, take a few extra minutes beyond the regular check:

• Review your budgets — Go to the Budgeting page and check which categories are on track, at warning, or exceeded. Adjust budget amounts for the next month if your spending patterns have changed.

• Check your templates — Go to Templates and verify your active templates still reflect reality. Pause or archive any that are no longer relevant. Update amounts if they've changed (e.g., a subscription price increase).

• Allocate to sinking funds — If you have non-monthly budgets (quarterly, annual), allocate funds from your available cash flow to stay on track.

Building the Habit

The check takes 5–10 minutes when done regularly. It takes less time the more you do it. Find a rhythm that works for you and stick with it.