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Work the review queue

Review and resolve transactions that need a category decision.

Prerequisites​

  • Big Picture Money is unlocked
  • At least one uncategorized or low-confidence transaction exists

Steps​

  1. Under Transactions in the left navigation, expand the submenu and click Review queue.
  2. The list shows transactions needing attention — uncategorized items and low-confidence suggestions.
  3. For each item, pick a category from the picker. The change saves immediately.
  4. If the picker shows a hint such as "Suggested: Groceries", you can pick that category or a different one.
  5. To apply several suggestions at once, select those rows and click Accept suggested categories.
  6. Click Dismiss to remove an item from the queue without categorizing. You can categorize it later in the register.

Expected result​

  • The queue count in navigation decreases as items are resolved
  • Chosen categories appear on the corresponding register rows
  • Categorized rows stay on the review queue screen, grayed out, until you leave the page. You can still open details or pick a different category. After you leave and return, those rows are gone.
  • Dismissed items no longer appear in the queue but remain in the register
  • Manually categorizing a transaction in the register also removes it from the queue

Ask Chat to propose review actions​

With AI enabled, you can ask Chat to propose resolving or dismissing review-queue items. Confirm each change with Apply (or thread-level Apply all when several previews are listed). See Using AI Chat.