Needs Review helps you keep track of transactions you want to look at more closely or be notified about. Every transaction can be marked as Needs Review, either manually or automatically with a transaction rule. You can review transactions one at a time, in a list, or by swiping on mobile, and you can set preferences for which new transactions are flagged automatically.

Table of Contents

• Mark transaction as needs review
• Mark transaction as reviewed
• Swipe to review on mobile
• Setting needs review preferences

Mark transaction as needs review

1. Open the Transactions page and select the transaction to open its details
2. Mark it for review:
   • On web: Scroll to Needs review by and use the dropdown to select who should review the transaction: anyone, yourself, or a specific household member
   • On mobile: Go to the Needs review section and select Mark as needs review

Mark transaction as reviewed

1. Open the Transactions page
2. Select the Filter dropdown, then select Other > Needs review by and choose an option: anyone, yourself, or a specific household member. A list of transactions marked as Needs Review appears.
3. Mark the transaction as reviewed:
   • On web: Select the checkmark next to the transaction
   • On mobile: Select the transaction, then select Mark as reviewed

To review several at once on web, select Edit Multiple, check the transactions you want, then select Edit > Review Status and use the dropdown to set the status to No change, Needs review, or Reviewed. Select Save.

Swipe to review on mobile

1. Open to Dashboard
2. Tap the Let's review some transactions orange banner
3. Review the transaction and make any necessary edits
4. Choose how to handle:
   • Swipe Right or tap Mark as reviewed to mark transaction as reviewed
   • Swipe Left or tap Skip for now to skip reviewing the transaction and come back to it later.

Setting needs review preferences

You can control which new transactions are automatically marked as Needs Review from your settings.

1. Open Settings > Preferences.
2. Toggle these settings on or off:
   • Mark new transactions as Needs Review — flags all newly synced transactions so they appear in the Needs Review filter.
   • Mark uncategorized transactions as Needs Review — flags newly synced transactions that come in without a category.