Review
The triage queue that keeps everything downstream accurate.
The stream
New and uncertain transactions await your confirmation. Confirming a category teaches a rule; the backlog shrinks as the engine learns your merchants.
Recurring detections
Newly spotted recurring patterns appear here — confirm the ones to track, dismiss the ones that aren't really recurring.
Transfers
Matched transfer pairs are excluded from spending automatically; suggestions for likely matches appear for your confirmation.
Monthly close
The month-end checklist: strays categorized, balances reconciled, the month read and settled — the CPA ritual, sized for a household.