Reviewing & Correcting Categories

After uploading a statement, you'll want to review the AI's categorization and correct any mistakes.

The Review tab

Navigate to the Review tab to see all your transactions grouped by category. Each transaction shows:

• Merchant name and description
• Amount (debits in black, credits in green)
• Date of transaction
• Transaction Splitter - scissors icon
• Edit transaction name - pencil icon
• Hide transaction - eye icon

Changing a category

Tap on any transaction to expand it, then tap the category to open the category picker. Categories are organized by section:

• Business expenses — CRA T2125 deductible categories
• Personal — non-deductible personal spending
• Income — revenue from clients and other sources
• Account — transfers, payments, and non-transaction items

Merchant memory

When you correct a category, GigBooks saves this as a merchant mapping. Next time you upload a statement with the same merchant, it will use your correction instead of asking the AI.

Bulk corrections

When you change the category for a recurring transaction GigBooks lets you correct groups of similar transactions at once. For example:

• "Apply to all transactions? There are 3 other transactions from 'SERVICE CHARGE'. Apply 'Interest & Bank Charges' to all of them, or just this one?", allowing you to have more control of the categorization process

Tips

• Focus on the flagged items first — high-confidence items are usually correct
• Use the search/filter to find specific merchants
• Your corrections persist across sessions and future uploads