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.

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.