improved

Business Owners

Accounting Firms

All Users

Uncategorized Transactions Now Surface as Action Items

What’s New:
Transactions marked as “Uncategorized”—whether ingested that way or manually flagged—will now correctly create action items and appear in your Inbox. Previously, manually flagged uncategorized transactions were treated as high-confidence and didn’t surface for review.
Note: This applies to newly ingested or newly flagged transactions going forward. Existing uncategorized transactions aren’t retroactively added as action items.
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Why It Matters:
Uncategorized transactions won’t slip through the cracks anymore. Anything that still needs a category will now be flagged clearly, helping you keep books clean and close-ready.