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 the Needs Review tab at the top of the ledger.

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.
• Missing vendor — A transaction without a vendor.

How to Work Through the Queue

1. Open the Needs Review view from the Financial Dashboard.
2. Click on a transaction to open its details.
3. Address the flagged issue:
   • For missing receipts — attach a receipt or mark as not applicable.
   • For uncategorized items — assign a category.
4. Save the changes. The transaction is removed from the queue.

Review Queue Counts

The Needs review summary card at the top of the dashboard shows the total number of items needing review, with how many are missing a receipt and how many are uncategorized. Further down, the Needs review card lists a few of those transactions, each tagged with what is missing. Click Open queue to jump directly to the full list.

In the ledger, a transaction that needs review has an orange dot on its round initials badge, and expenses without a receipt show an orange + in the Receipt column.

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.