Review & approve transactions

This is your "waiting on you" list. Approving is how a transaction lands on your books — and nothing posts until you say so.

1. Go to Bookkeeping → Transactions.
2. Look at the Needs review section. Each transaction comes with a suggested category.
3. If the suggestion looks right, tap Post it.
4. To change it, tell the assistant in plain words or pick a different category, then post.

Take your time. There's no rush, and anything you don't get to simply waits for you.

What happens next — posted transactions move into your books and show up in your reports.