Transaction review
Transactions show cash movement with categories, enrichment, attachments, matching context, and review history.
- Categorize and enrich without losing the source record.
- Attach notes or files to explain unusual movement.
- Review unmatched or high-impact transactions before the weekly forecast is trusted.
Operating use cases
Transactions support weekly cash review, unusual spend checks, merchant normalization, and audit follow-up. They should help the team answer what changed, why it changed, and whether the plan needs to move.
Source traceability
Keep bank, card, payment, and ledger references visible. Source context matters when a transaction needs to be explained later.