How Cash categorizes
What Cash does with your new transactions, and how to help him get them right.
What Cash does for you
When transactions come in, from your bank, a CSV import or a scanned receipt, Cash files each one under a category for you. While he is working, the dashboard shows how many are still processing.
- When he is sure, the transaction goes straight into your books.
- When he is not, it waits for you in Review, and it does not count in your reports until you answer.
- Now and then he files one but flags it for you to check.
Help Cash get it right
- Make rules for vendors you always file the same way. A rule always wins.
- Answer his questions in Review with Cash. He remembers how you filed a vendor.
- Take the vendor interview on the dashboard.
- Tell him about your business in chat.
Anything you change is yours: Cash never changes a transaction a person already decided.
Approve every transaction yourself
Would you rather OK each transaction before it reaches your books? Turn off Auto-categorize transactions: Settings, then Categories & rules.
- Cash still picks a category for each new transaction, and it waits in Review for you to accept or change.
- Your rules still file transactions on their own.
- Turn it back on and the ones he is sure about go into your books.
Letting your own AI categorize
On Co-Pilot and Command, a business can have its connected AI categorize instead of Cash: Settings, then Your assistant, then AI connections. Your rules, your history and your interview answers still come first.