Categorize, Group, And Post Transactions

Use this full guide when pending activity needs categorization, grouping, and posting decisions.

Review Grouped Suggestions

Inspect grouped rows and AI explanations before taking action.

Apply Bulk Actions

Select rows or groups when they share the same outcome.

Ask When Context Is Missing

Use Ask client instead of guessing when the transaction purpose is unclear.

Check Before You Leave

Every posted group should have consistent evidence, coding, and review status.