Understanding the Review Queue
The review queue helps you keep your financial records clean and complete by highlighting transactions that need attention.
What Is the Review Queue?
The review queue is a filtered view of transactions that may be incomplete or need verification. You can access it by clicking the Needs Review card on the Financial Dashboard or using the Needs Review quick view button.
What Triggers a Review Flag
Transactions appear in the review queue when they have one or more of these conditions:
- Missing Receipt — An expense transaction without a receipt attached. Useful for maintaining records for tax purposes.
- Uncategorized — A transaction without a financial category assigned. Categories are important for accurate Profit & Loss reporting.
How to Work Through the Queue
- Open the Needs Review view from the Financial Dashboard.
- Click on a transaction to open its details.
- Address the flagged issue:
- For missing receipts — attach a receipt or mark as not applicable.
- For uncategorized items — assign a category.
- Save the changes. The transaction is removed from the queue.
Review Queue Counts
The Needs Review insight card on the dashboard shows a breakdown:
- Missing Receipts — Number of expenses without receipts.
- Uncategorized — Number of transactions without categories.
- Total — Combined count of items needing review.
Click Open Queue to jump directly to the full list.
Tips
- Review weekly. A short weekly review prevents the queue from building up and keeps your records current.
- Categorize at entry time. Assigning a category when you first add a transaction avoids extra review work later.
- Scan receipts immediately. Use the receipt scanner to capture receipts when you get them, then attach to the transaction.