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Review transaction drafts

Check the proposed category, confirm a useful entry or reject an unwanted one.

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Updated 7 September 2026

Where to find it

On the website
Menu → Drafts.
On Android
More → Drafts.
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Drafts are where you review recognised entries before adding them to your records. Drafts are where you review recognised entries before adding them to your records.
On the websiteDrafts are where you review recognised entries before adding them to your records.Drafts are where you review recognised entries before adding them to your records.
01

Before you start

A draft is an entry needing review, not necessarily a completed transaction. Check the card’s status: processing, awaiting review and an error require different actions.

02

What to do

  1. Open Drafts and choose an entry awaiting a decision.
  2. Read the source text and check the amount and purpose.
  3. Choose a suitable category if the card asks for one.
  4. If a remember-category option is offered, use it only for a clear recurring description.
  5. Confirm the correct entry. Reject irrelevant or unwanted entries.
  6. Check that the result appears in Transactions.
03

If something goes wrong

  • Processing status: wait for the result rather than confirming blindly.
  • Wrong amount with no editable field: reject the draft and record the correct transaction manually.
  • The purchase already exists: do not confirm it again.

What you should see

Confirmed entries enter your records; rejected entries do not become unwanted expenses.

AI settings let you choose whether recognised entries go to drafts first or straight into the list. AI settings let you choose whether recognised entries go to drafts first or straight into the list.
On the websiteAI settings let you choose whether recognised entries go to drafts first or straight into the list.AI settings let you choose whether recognised entries go to drafts first or straight into the list.
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Next steps

Add an expense by voiceAdd a purchase from a receipt or photoImport a bank statement
All guides in this topic: Beyond manual entry →

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