Review suggested categories

Every new transaction arrives in Review with a suggested category and payee. Nothing reaches your reports until you approve it.

Approve, edit, or skip

• Approve a suggestion that is right. Use the checkbox on several rows and approve them together when a batch looks good.

• Edit the category, the payee, or the class before approving. Bookepr remembers the correction and applies it to the next similar transaction.

• Skip a row you are not sure about. It stays in the queue.

Possible duplicates

When a transaction looks like one you already have, for example a receipt you uploaded and the matching card charge, Bookepr flags it. Open the flag to see both. Keep one, and Bookepr records the other as a duplicate so your totals stay right.

Payees

A payee is the other party: the vendor you paid or the customer who paid you. Bookepr cleans up the bank's description into a payee name. If it picked the wrong one, choose the right one from the list or add a new contact.

Why some suggestions are blank

Bookepr suggests a category only when it is confident. A blank means you decide. After a few of your choices, the next similar transaction arrives with a suggestion.