> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.usetabby.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Resolve transactions in Review

Every transaction in Review needs one decision from you. This article covers each way to make it: accept what Tabby suggests, pick something else, match a payment to an invoice, or mark the spending as personal.

## Accept a suggestion

If the suggested category is right, click the chip. That's the whole step.

The row leaves the queue and a message appears at the bottom of the screen, such as "Delta Airlines categorized as Travel and moved to Reviewed".

![After accepting a suggestion.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/01-accepted-undo_1plrkp7.png)

1. **Progress.** Once you've resolved something, the page shows how many you've done this session and a progress bar.
2. **Undo.** Click **Undo** in the message to put the transaction straight back in the queue. The message disappears after a few seconds.

### When Tabby finds similar transactions

After you accept or choose a category, Tabby checks for other transactions from the same vendor. If it finds any, it offers to apply the category to them too.

![[ Screenshot 2: 02-apply-to-similar.png ]
](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/02-apply-to-similar_1ariswr.png)

Untick anything that doesn't belong, then click **Apply to 4 more** (your number will differ). Tick **Also categorize new transactions** if you want a rule that handles this vendor automatically from now on. Click **Only the one I picked** to skip. The Bank feeds guide covers this dialog in more detail under **Apply the same category to similar transactions**.

## Accept every suggestion at once

When you trust the suggestions, clear them in one go.

1. Click **Accept suggestions** at the top right. The button shows how many category suggestions are waiting.
2. Read the list. Each line shows a vendor and the category it will get.
3. Click **Accept all**.

![Check the list before you accept.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/03-accept-all_1s32itl.png)

You can undo or change any of them afterwards from the Reviewed tab.

|| **Note:** Accept all covers category suggestions only. Match suggestions are left in the queue, because linking a payment to an invoice is something you should confirm one at a time.

## Choose a different category

If Tabby's suggestion is wrong, or there isn't one:

1. Click **Choose category** on the row.
2. Pick a category, or type to search.

![The same category picker you see in Bank feeds.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/04-choose-category_170i372.png)

From the picker you can also add a new category or split the transaction across several categories. Both are explained in the **Bank feeds guide**.

## Match a payment to an invoice

When the chip says **Match INV-…**, click it. The Match transaction dialog opens with that invoice already selected.

![The invoice Tabby suggested is ticked. The bar at the bottom confirms the amounts match.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/05-match-invoice_s4944y.png)

Check the invoice and the amounts, then click **Match**. Tabby records the payment on the invoice, links the deposit to it, and moves the transaction to Reviewed with a Matched result.

If the suggested invoice isn't the right one, untick it and choose another. The **Match** button turns on when the amounts are within 5% of each other. To match to something other than an invoice, pick a different type under **What is it?**, such as a transfer between your accounts. You can open the same dialog on any row from the row menu with **Match transaction**. See **Match a transaction** for the matching rules.

### When the deposit is a partial payment

If a customer paid only part of an invoice, the deposit and the invoice balance are too far apart to match from this dialog, and the **Match** button stays off. Record the payment from the invoice instead:

1. Go to **Sales**, then **Invoices**.
2. Click the three dots on the invoice and choose **Match with bank deposit**.
3. Select the deposit. Tabby tells you how much less it is than the invoice.
4. Click **Record $900.00 as a partial payment** (with your amount). The payment field drops to the deposit amount and a note shows how much stays due.
5. Click **Match and record payment**.

![A $900.00 deposit recorded against an $1,800.00 invoice. The other $900.00 stays due.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/06-partial-payment_t18x56.png)

The deposit leaves the Review queue as Matched, and the invoice stays open for the rest.

## Mark a transaction as personal

1. Click the three dots at the end of the row.
2. Choose **Mark as personal**.

![The row menu.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/07-row-menu_11g2tse.png)

The transaction is excluded from your books and moves to Reviewed with a Personal result.

The row menu has a few more options:

| Menu item | What it does |
| ---- | ---- |
| Mark as business… | Opens the category picker. |
| Mark as personal | Excludes the transaction from your books. |
| Match transaction | Opens the Match transaction dialog. |
| Open details | Opens the transaction details panel. |
| Ask Tabby Talk about it | Sends the transaction to Tabby Talk. |
| Delete transaction | Removes it from your books. If it came from your bank feed, Tabby won't import it again. |

## Work on several transactions at once

Tick the checkbox on each row you want to handle together. A bar appears at the bottom of the screen.

![Four transactions selected.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/08-bulk-actions_1htiv7u.png)

* **Accept suggestions** applies Tabby's category to each selected row that has one. The button tells you how many that is.
* **Categorize** sets one category on all of them.
* **Mark personal** excludes all of them.
* The trash icon deletes them, and the **x** clears the selection.

The checkbox in the table header selects the whole queue.

## Common questions

### The deposit is a partial payment. What should I do?

Match it from the invoice. Go to Sales, then Invoices, open the invoice's menu and choose **Match with bank deposit**. The steps are under **When the deposit is a partial payment**.

### Can I delete a transaction instead of categorizing it?

You can, from the row menu. For personal spending, **Mark as personal** is the better choice because it keeps the record.