Classify statements

Review rule suggestions, make corrections, and save classifications.

AccountStatementInclude completed statements

Only unfinished items

Suggested businessRequire manual review for this statement

The default fills pending business suggestions. It does not change saved classifications. Manual review prevents rules from automatically committing this statement.

Blue: suggestion · Amber: saved but incomplete · Green: complete · Gold edge: unsaved edit. Hover over a row, or open its ⋯ menu, for its status.

Transaction	Amount	Use	Category

Save classifications saves populated entries and changes across this statement. “Choose…” clears that field when the row is saved. Incomplete saved entries remain unfinished.

Choose an unfinished statement. Include completed statements to review prior work.