The review groups
After the scan the rows land in groups:
- Looks work-related: high or medium confidence, pre-ticked.
- Worth a look: low confidence, unticked. Read these.
- Possible duplicates: matches an expense you already have, unticked.
- Already in your records: matches a receipt you snapped. See the next article.
- Skipped by your rules: hidden by a rule you set earlier. Open the group to bring one back.
- Personal: collapsed. Open it if the AI got one wrong.
- Skipped: credits, refunds and transfers. Not expenses, no checkbox.
Tick, untick, change categories, then Save. Only ticked rows become expenses.