Categorize & Review
Review and approve the transactions Growthy categorizes for you.
Correct a transaction category
Open a transaction and use the Category picker to change how it's categorized, or select Change Account from a transaction's row menu.
Create rules and import QuickBooks bank rules
On the Rules page, select New rule to build a rule from a payee, description, or amount condition, or select Import from QuickBooks to bring in your existing QuickBooks bank rules.
Review and approve transactions
Select the Approve check icon in a transaction's row, or use the bulk bar to approve, flag, or exclude several transactions at once. Each transaction shows a review status of Unreviewed, Approved, Flagged, or Excluded.