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  • 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:/Few readers
  • How the Review queue works
    Tabby categorizes most transactions on its own. The ones it isn't sure about wait for you on the Review page. Each one comes with Tabby's best suggestion, so clearing the queue is usually a matter of a few clicks. This article explains what lands in Review and how the page is laid out. What lands in Review A transaction goes to Review when it has no category yet. That happens when Tabby hasn't seen the vendor before, when the bank description is too vague, or when a deposit could be eitherFew readers
  • 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. DepositFew readers

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