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.
- 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 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".
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.
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.
A simple routine
Review works best in small, regular sessions. Here is a routine that takes a few minutes a week.
- Open Review and click Money in. Handle the match suggestions first, since they affect your invoices.
- Switch to Money out. Skim the category suggestions and fix any that look wrong.
- Click Accept suggestions for the rest.
- Mark anything personal.
- 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.
Updated on: 06/10/2026
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