Review Imported Transactions
Before You Add Them
The review screen is the moment between "the file was read" and "the transactions are saved." Nothing is final yet — which is exactly why this step matters so much.
Why This Step Matters
The system can read CSV, Excel, and PDF files very well — but this is still the stage where you are expected to confirm that the imported rows actually match your statement.
This screen exists so you can catch: missing rows, duplicated rows, sign mistakes, strange descriptions, wrong dates, and summary lines that do not belong.
Interactive Review Screen Demo
This is what the review screen looks like. Try clicking a description cell to edit it, removing the duplicate row, and approving the import when the table looks clean.
| Date | Description | Amount | |
|---|---|---|---|
| Jul 1 | Grocery Store Purchase | −$112.40 | |
| Jul 3 | Monthly Salary | +$3,200.00 | |
| Jul 3 | Monthly Salary duplicate | +$3,200.00 | |
| Jul 6 | Coffee Shop | −$6.50 | |
| Jul 9 | Utility Bill | −$88.00 |
9 Steps Through the Review Screen
Wait for the Review Screen to Open
After you choose the account, file type, account type, optional bank, and upload the file, the system reads the file and opens a review screen. Do not click away while it is loading.
Read the Table Like a Statement, Not a Spreadsheet
Look at the rows the way you would look at a bank or card statement: date, description, amount. Do not just glance at the row count and approve because it "looks about right."
Compare It to the Original Statement
Keep the original CSV, Excel, or PDF open while you review. As you compare, check:
- Are all rows present?
- Do any rows appear twice?
- Are dates correct?
- Are descriptions readable enough to recognize?
- Are income and expense amounts behaving correctly?
Click Any Cell That Needs Fixing
The review table is editable. If something is wrong — a typo, wrong date, misread amount — click the cell and correct it before saving. Do not push bad data forward thinking you'll clean it up later.
Use Add Line If Something Is Missing
If the import missed a transaction entirely, use Add Line. This is the safe way to complete the review set. Use it for real missing rows only — not to create guesswork or duplicates.
Remove Rows That Do Not Belong
If the system pulled in a duplicate or a summary line that should not be imported, remove it at the review stage. This is far better than importing it and cleaning up the damage later.
Reverse All Signs If Everything Is Backward
If the whole table looks like the signs are reversed, use ± Reverse All Signs. Use this when the entire direction is wrong — not when only one single row is mistaken.
Do Not Click "Add These Transactions" Until the Table Is Clean
Nothing is saved until you click that button. This is your last safe checkpoint. If you are still unsure, pause. Fix missing lines, duplicate lines, and unreadable descriptions now.
Approve the Import
Once the review table matches the source statement closely enough to trust it, click Add These Transactions. Only then does the Upload Center write the batch into the upload sheet.
Completion Checklist
You know this stage is complete when all of these are true:
- All rows look correct — none missing, none duplicated
- Dates, descriptions, and amounts are believable
- Missing lines were added manually
- Bad lines and duplicates were removed
- Sign direction is correct
- You clicked "Add These Transactions" only after the table looked clean
Common Mistakes
What Not to Do
- Do not approve rows you already know are wrong.
- Do not assume a PDF import is perfect without review.
- Do not ignore sign problems thinking the account tab will magically fix them later.
"This step is where automation and human judgment work together. The system does the heavy lifting; you do the final truth check."