Answer review questions

Steps

1. 1

   Step 1: Open Transactions and pick the Needs review tab. The badge shows how many wait.

2. 2

   Step 2: Read the question, like These 14 payments to Webflow: which category?, with the total and the reason.

3. 3

   Step 3: Press Yes and the suggested category (or Enter), or press Choose another and pick one.

4. 4

   Step 4: Leave Always do this for the vendor ticked to turn the answer into a rule, or untick it for a one-off.

5. 5

   Step 5: Move between questions with the N of M arrows. When nothing is left you see All caught up.

Good to know

• Questions also post to Slack on Mondays at 9 AM if you connect Slack.
• The Bookkeeper's close batch collects the month's remaining questions on the 1st.

Related articles

• How Accountable categorizes your transactions
• Create and edit categorization rules
• Answer questions and get the weekly digest in Slack
• How the automatic close on the 1st works