(This is a BETA feature and must be turned on to be seen. If you are interested in access please reach out to us at [email protected] and please mention the email address associated with your account.)
Weekly users have the option to review their transaction in bulk, tapping through the transaction one-by-one accepting Weekly’s suggested destinations and mapping.
This knowledge base article describes how the bulk transaction review screen works.
Where to find the Bulk Transaction Review
You can find the Bulk Transaction Review screen by tapping the bulllet list icon on the top right of the Individual Transaction Review screen.
Bulk Transaction Review
The Bulk Transaction Review screen lists all the unreviewed transactions in your week. Each row is a new transaction. The vendor is on the left, then the amount and the suggestion square are listed.
Transaction Review Squares
The suggested Destination and Categorization for a transaction will be indicated in the suggestion squares.
The color of the square indicates the Destination.
- Green indicates a Safe-to-Spend transaction
- Blue indicates a you want it map the transaction to a Fund
- Purple indicates a Recurring Expense budget item
- Red indicates ignoring the transaction
The suggestion that Weekly makes are based on the Suggestion rules.
The emoji or icon in the square indicates the suggest category, recurring expense or fund. You can setup the emoji associated with categories, funds or recurring expense items on the respective management pages.
So for example, by default Weekly has a pizza emoji to represent the “Eating Out” category and the grocery cart to represent “Groceries”.
Accepting a suggestion
So if you tap on the suggestion square, you will be indicating you like Weekly’s destination and category, recurring item or fund suggestion and the icon will be replaced by a checkmark.
If you don’t want to accept the suggestion, you can tap on the vendor or anywhere left of the icon and it will bring up the individual review screen again.
The bulk transaction review screen aims to make reviewing new transaction fun and easy. By tapping suggestion squares, you quickly accept Weekly’s destination suggestions allow you to quickly move through your transactions and keep on top of your spending.