If you would like to review your transactions and make sure that each one is categorised and tagged correctly, the Review Transaction view is something you might find useful.
Here’s how to review transactions:
1. In your wealth portal, open the mycashflow tab and change the view to Needs to be reviewed.
2. Your cashflow will show you all the transactions that need to be reviewed, based on the Filter that you have set.
3. In this view you will be able to verify and review transaction details such as Date, Amount, Category and Tax Tag.
You will be able to do the following:
Amend categories and tax tags directly.
Click on the entry and a drop-down will appear with options for you to select from.
Choose to assign ownership and add notes.
Click on the transaction name, followed by Edit details.
4. Once all the details are correct, simply click on Review at the end of the row and those details will be confirmed.
5. Once reviewed, the transactions will no longer appear on this screen.