Tag
History
- Find out why a transaction has its categoryAsk your AI why a transaction has its category. See every category it has had, who set each one, the reason given, and which one shows.
- Review what your AI changedA weekly check on your AI's work. List every change from the past 7 days with its reason, look closer at one, and undo what you disagree with.
- Add older history to a linked bank accountBring years of statements into a bank account you already linked, without counting the same transaction twice, then line it up with your bank's balance.
- Import years of history across many accountsHave your AI plan a large import across several accounts first, then bring each account in batch by batch, with a preview before anything is saved.
- How your AI's changes are loggedMost changes your AI makes are logged, usually with the reason it gave. See what the audit log records, what it leaves out, and how to read it.