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Ledger review

Correct the meaning without rewriting the source.

Position preserves the bank row. Reviewed category, semantic type or links change analysis without deleting the evidence.

Current app path

Ledger → transactions need review → transactionTransaction review, splits, semantic treatment and bounded local learned rules are available through the external beta.

Required

  • Amount, date, currency and direction
  • A valid category and type when changed

Optional

  • Merchant
  • Purchase description
  • Notes
  • Recurrence
  • Category split

What can block completion

  • An invalid required field
  • An unresolved conflict
  • Split parts that do not equal the original amount
Local financial data
Edits, source links and learned rules are stored in the local ledger.
Privacy or AI boundary
Manual review is local. Suggest can use AI; a suggestion remains unsaved until you apply and save it.
If it does not work
Cancel preserves the transaction. Reopen source evidence, correct the required field or split total, then choose Save transaction.
01

Review a classification

  1. Open Ledger.
  2. Select the transactions need review row, or open the transaction.
  3. Read the warning and Statement evidence.
  4. Correct category, type, direction or split, then Save transaction.
Position Ledger showing fictional low-confidence transaction classifications that need review
Low-confidence classifications stay visible until you review them. Fictional sample data.
02

Treat related activity

  • Transfer: link movement between accounts you own; it is not ordinary spending.
  • Credit-card repayment: treat it as liability movement, not a second purchase.
  • Refund or reversal: preserve both rows and link the reversal when supported.
  • Reimbursement: reduce personal spending only to the evidence-backed personal share.
Position Ledger showing fictional paired transfers, a card repayment and a hotel refund kept separate from spending
Both sides of transfers and card repayments stay outside spending; the BHD 40 refund reduces Hotels from BHD 180 gross to BHD 140 net. Neutral transfer amounts are neither income nor spending. Fictional sample data.
03

Learned local rules

A saved correction can become a bounded local rule. Explicit corrections take precedence without overwriting stronger future evidence.

04

Fictional example

The approved frame shows low-confidence classifications remaining visible and actionable until review.