Transactions stopped being categorized automatically
Free categorizes the first 100 transactions each month automatically. After that, new ones wait in Needs review until next month or until you upgrade to Pro.
In Accountable: Transactions › Needs reviewUpdated September 29, 2026
Steps
Step 1: Open Transactions › Needs review. A banner says you've used this month's 100 automatic categorizations on Free.
Step 2: Categorize the rest yourself, or rules still apply to them.
Step 3: Press Upgrade to Pro to categorize everything. If you're not the owner, ask the workspace owner to upgrade.