Review inbox

Use the Review section of the transactions hub to work through items that still need categorisation, confirmation, reconciliation, or follow-up.

Use the review inbox

Use the Review row in Track at /transactions?tab=review when you want a focused list of transactions or items that still need a decision. It is the fastest way to work through the exceptions that your rules and imports have not already handled cleanly.

When items appear here

Review items usually show up because they still need categorisation, confirmation, reconciliation, or some other human check before you can consider them settled.

When you categorise or verify items in Review, Dolla can remember that feedback privately for your account and use it to recognise similar transactions in future imports. For merchants or descriptions that should always be handled the same way, Smart Rules are still the better always-on option.

Queue overview and deep links

The top of the page summarises the current review queues so you can see which backlog is growing. Selecting one queue focuses the rest of the page on that category of work and keeps the focus in the URL, which makes it easy to revisit or share the same queue state later.

Paging through larger queues

When a focused queue contains more than one page of items, the Review section shows the current item range plus previous and next controls. That means a queue card count can be larger than the items visible on the first screen, and that is expected.

Reconciliation mismatches

The reconciliation mismatch queue opens the account-level reconciliation panel on the right side of the page. Use it to compare statement periods, review likely transfer matches, and create or update saved reconciliation records for that account.

How to keep the inbox small

If the same merchant or pattern keeps reappearing in review, create or refine a smart rule. The review inbox should stay focused on exceptions rather than routine cleanup.