If you would like to review your transactions and make sure that each one is categorised and tagged correctly, the 'Review Transaction' view is something you might find useful.
Here’s how to review transactions:
- In your wealth portal, open the cashflow tab and change the view to 'Needs to be reviewed'.
- Your cashflow will show you all the transactions that need to be reviewed, based on the Filter that you have set.
- In this view you will be able to amend categories and tax tags directly, choose to assign ownership and add notes.
- Once all the details are correct, simply click on 'Review' at the end of the row and those details will be confirmed. A green tick will replace 'Review' and the transaction will no longer appear on this screen once refreshed.