The Q&A Process for Ambiguous Items

When GigBooks encounters transactions it can't confidently categorize, it generates questions to help you sort them.

Types of questions

Business vs Personal

"We found 3 restaurant transactions ($146.23). Were any of these client meals?"

• All business — marks all as Line 8523 (Meals & Entertainment)
• All personal — marks all as Personal — Dining
• Let me review each — opens individual cards for each transaction

Merchant identification

"We don't recognize 'SP CASPER' ($201.14). What is this?"

• Choose the option that best fits or select review manually

Home office

"We found utility payments to Alectra and Enbridge ($2,671.02). Do you work from a home office?"

• Yes — Categorizes based on your home office percentage
• No — marks as personal expenses

Vehicle use

"We found 7 fuel transactions at Esso ($1,234.56). Are these for a vehicle used for business?"

• Yes — applies your business-use percentage
• No — marks as personal

How answers are used

Your answers update all matching transactions at once. They're also saved to your merchant memory, so the same merchant will be categorized correctly on future uploads.

Tips

• GigBooks limits questions to 5-8 per upload to avoid overwhelming you
• You can skip questions and categorize individually in the Review tab
• Questions are grouped by theme (vehicle, restaurants, unknown merchants) for efficiency