New Transaction Review Rules

After linking a bank account or Gmail, transactions will be pulled into the app and held in review for you to save or delete. At the moment, this feature is only available through our Mobile App.

When there are transactions to review, a "New Transactions" banner will appear at the top of the screen. Tap this banner to save, skip, or delete synced transactions. Once saved, you will see these transactions appear on the "Transactions" tab.

When you first link an account, you will likely have a lot of transactions to review. We have created auto-review rules to speed up the process.

These rules will automatically save or delete all past and future transactions with the same vendor/client and workspace.