Review your transactions
Answer the transactions Cash was not sure about, check flagged ones, and clear possible duplicates.
Where to find them
- On the dashboard: Review N transactions with Cash, and lines for flagged transactions and possible duplicates.
- On Activity, in the To Categorize, Flagged and Duplicates tabs.
Review with Cash
Cash goes through them with you in the chat, one at a time: "Looks like this. That right?", or "What was it?" when he has no idea.
- Yep
- His category is right.
- Personal
- Not a business transaction. It moves to owner's equity, out of your profit and loss.
- Something else
- Pick the right category.
- Ask Cash
- Ask a question first; the review picks up after his answer.
- Yes, all N
- For several from the same vendor at once (or Let me check each).
Undo takes back your last answer, and Finish later stops for now.
Your answers teach Cash
After you confirm one, Cash may ask whether to always file that vendor that way. Make it a rule saves a rule for new transactions (Just this once does not). He may then offer to move earlier ones he filed: Yes, move them, or No, just new ones.
Every answer also teaches Cash how you file that vendor.
Flagged transactions
The Flagged tab lists transactions to double-check, each with the reason: Cash was not confident, or a check has no payee (name who it was written to). Choose a category and Save, or select several and use Set category or Save. Dismiss clears a flag.
Possible duplicates
The Duplicates tab shows pairs that look like the same transaction twice. Remove takes the copy off your books; Keep keeps both.
Two matching amounts in different accounts are usually one transfer seen from both sides, not a duplicate. The pair says so when it looks like one.
On your phone
The iPhone app has Review with Cash (from the dashboard or Activity) and lets you fix flagged transactions. The Duplicates tab and bulk changes are on the web.