Categorise ambiguous transactions for the quarter
Reviews the quarter's income and expense lines and reasons the correct accounting category for each ambiguous or mixed-use item, flagging anything requiring the accountant.
In / outQuarter's transaction list → categorised transactions with accounting/tax labels and accountant flags
You might say…
“Half my receipts were in a grey area and I'd just guess the category and hope the accountant would fix it later.”
What it does
Reviews the quarter's income and expense lines and reasons the correct accounting/tax category for each ambiguous or mixed-use item (business vs personal, capital vs expense, deductible vs not), flagging anything that needs the accountant. Used during period-end reconciliation where judgement, not arithmetic, is the bottleneck.
Trigger: Use during period-end reconciliation when judgement — not arithmetic — is the bottleneck in categorising transactions correctly.
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