Review & fix categories

Keeping categories accurate is what makes budgets and reports trustworthy. Most of this happens in the Needs Review queue.

Clear the queue

1. Open Transactions and select the Needs Review filter.
2. For each item, confirm the suggested category or pick the correct one.
3. Use Apply to similar to categorize matching transactions in one go.

Split a transaction

For a purchase that spans categories (e.g. groceries + household), open the transaction and choose Split, then divide the amount across categories.

Mark a transfer

Moving money between your own accounts isn't income or spending. Mark these as Transfer so they don't distort your budgets or reports.