Needs Review
Transactions the auto-categorizer couldn't place with confidence — uncategorized spend and deposits with no client name. Tag them so nothing hides in "other."
Data status: Bank feed (BoA) through 2025-06-15 (376 days ago) · covers Mar 2025–Jun 2025. Stale — upload the latest export to refresh these numbers.
Update bank feed →8 items to tag
| Date | Description | Amount | Category | Client (deposits) |
|---|---|---|---|---|
| 2025-06-15 | Client Deposit | $117,000.00 | ||
| 2025-05-15 | Client Deposit | $117,000.00 | ||
| 2025-04-15 | Client Deposit | $117,000.00 | ||
| 2025-03-15 | Client Deposit | $117,000.00 | ||
| 2025-06-15 | Client Deposit | $97,000.00 | ||
| 2025-05-15 | Client Deposit | $97,000.00 | ||
| 2025-04-15 | Client Deposit | $97,000.00 | ||
| 2025-03-15 | Client Deposit | $97,000.00 |
Changes save as you make them and the item drops off this list on refresh once it's no longer "other"/unattributed.