> ## 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).

# Search, undo and finish your review

Once you know how to resolve a transaction, the rest of the Review page helps you find the ones you want, change your mind afterwards and keep the queue clear.

## Search and filter the queue

A long queue is easier in batches.

![Showing money in only.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/01-filters_utwbdb.png)

* **Search** matches the vendor, account, bank description or amount.
* **All / Money in / Money out** separates deposits from spending. Deposits often need a match and spending usually needs a category, so doing one kind at a time is quicker.
* **All accounts** narrows the queue to one bank or card account.

## Open the full details

Click anywhere on a row (other than a button) to open the transaction details panel. It's the same panel as in Bank feeds, with the bank description, memo, receipt, class and activity history.

![The details panel for a pending transaction. Pick a category here and save, and the transaction leaves the queue.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/02-details-pane_y36fvj.png)

## The Reviewed tab

Click **Reviewed** to see everything that has been resolved or checked. Transactions you just handled sit at the top, marked "You · just now".

![The Reviewed tab, with this session's work at the top.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/03-reviewed-tab_1khmd4t.png)

| Column | What it shows |
| ---- | ---- |
| Category | The category, the matched record, or Personal. |
| Result | Categorized, Matched or Personal. |
| Reviewed by | Who confirmed it. "Tabby AI · confirmed" and "Rule · confirmed" mean the category was set automatically and a person checked it afterwards. |

You can still change your mind here:

* Click the category to pick a different one.
* Click the three dots and choose **Move back to review** to return the transaction to the queue as it was.

![Move back to review returns a transaction to the queue.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/04-move-back_1pqkslx.png)

Matched transactions don't offer Move back to review. To undo a match, find the transaction in Bank feeds and choose **Remove match** from its row menu.

The tab shows 25 rows at a time. Click **Show 25 more** at the bottom to load older ones.

## Get help from Tabby Talk

Two buttons hand the work to **Tabby Talk**:

* **Ask Tabby** at the top of the page asks for help with the whole queue.
* **Ask Tabby** on a single row, or **Ask Tabby Talk about it** in the row menu, asks about that one transaction.

Tabby Talk groups similar transactions, proposes a category for each group, and waits for your approval before it changes anything.

## Export the queue

Click **Export** to download a CSV of the tab you're on, with your search and filters applied. It's a handy way to send your accountant a list of the transactions you aren't sure about.

## When you're done

When the queue is empty you'll see **You're all caught up**. New transactions that need you will show up here as they arrive.

![An empty queue.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/05-all-caught-up_1og0bnh.png)

## A simple routine

Review works best in small, regular sessions. Here is a routine that takes a few minutes a week.

1. Open Review and click **Money in**. Handle the match suggestions first, since they affect your invoices.
2. Switch to **Money out**. Skim the category suggestions and fix any that look wrong.
3. Click **Accept suggestions** for the rest.
4. Mark anything personal.
5. For whatever is left, add a memo and ask your accountant, or use **Ask Tabby**.

## Common questions

### I accepted the wrong category. How do I fix it?

Click **Undo** in the message at the bottom of the screen if it's still showing. Otherwise open the **Reviewed** tab and either click the category to change it or choose **Move back to review** from the row menu.

### Does resolving a transaction here mark it as checked in Bank feeds?

Yes. A transaction you resolve in Review is also marked as checked. The Reviewed tab lists every checked transaction, including ones you checked from Bank feeds.