Choose AI in the Categorization method filter when you want to inspect transactions with an automatic category proposal. The method tells you how a suggestion was produced, while the transaction’s purpose determines whether that suggestion fits.
- Open the method menu in bank activity and choose AI.
- Inspect a transaction to read the explanation and any warnings.
- Confirm the business purpose and compatible ledger account before saving a choice or importing the record.
Use evidence that distinguishes the purchase
A merchant can sell several kinds of goods or services. Its name alone may not explain whether a particular payment was a recurring service, equipment, a refund, or a transfer. Read the source description and add relevant context through the available clarification flow.
If the detail shows that automatic checks found different treatments, resolve that uncertainty before proceeding. A proposal does not approve or post a transaction. When you finish the review, restore All methods if you want to see manually chosen categories, rules, or confirmed history alongside AI proposals. Otherwise, those records can remain hidden even though they belong to the same account and date range.
Was this article helpful?
Tell us whether this answered the question you came with.