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Review and categorize transactions
How to review imported transactions, assign categories, and use rules without hiding exceptions.
Review transactions before judging a budget report. Categorize new charges, mark transfers correctly, and check refunds or credits that might otherwise distort spending. Accurate categorization turns account activity into useful budget and cash-flow signals.
Rules are best for merchants that repeat in the same category. If a merchant can belong to multiple categories, leave it in the review flow or use a narrower rule so automation does not create cleanup work later.