To Review

To Review is the queue for transactions that arrived from a linked bank. Rather than dropping bank data straight into your register, Budget Bandit holds new imports here so you can approve them and resolve anything that looks like a duplicate or a transfer first.

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What’s in the queue

Each card shows a transaction your bank sent — its date, amount, merchant, and account. Some cards also show a suggested match beside it:

• Possible duplicate — a manual transaction you already entered that looks like the same charge.
• Possible transfer — the opposite side of the same money movement on another linked account.

A pending bank transaction is labeled Pending until it posts.

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Approve a transaction

For a plain import with no suggested match, choose Approve. The transaction joins your register on its account. To approve several at once, check them and use Approve at the top of the queue.

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Resolve a possible duplicate

When the queue thinks an import matches something you already entered, you get two choices:

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Resolve a possible transfer

When two linked accounts show the two sides of one money movement, the queue offers:

• Mark as transfer — link the pair into a single transfer. Both sides leave the queue together.
• Not a transfer — approve the transaction as a normal entry instead.

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Categorizing happens in the register

To Review is about confirming imports, not categorizing them. Once approved, a transaction lives in your register, where you can categorize it, flag it, or tag it. Set up a rule so imports arrive already categorized.

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If something looks wrong

• The queue is empty but you expected imports → your bank may still be syncing. See Fix sync problems.
• Duplicates keep slipping through → Duplicate or missing transactions.

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