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What Suggested Transactions Are in Sumung

"Suggested" lines are statement lines where Sumung found a likely category, contact, or match, but wants your confirmation before treating it as final.

Steps

  1. Click the "Suggested" pill on Review Transactions.
  2. Open each line and check the suggested category, contact, or match against the actual transaction.
  3. Accept it if correct, or adjust it manually if the suggestion is wrong.
  4. Confirm the line to move it to Posted Transactions.

Related Articles

  • How Automatic Matching Works in Sumung
  • How Flagged Transactions Work in Sumung
  • How to Manually Match Transactions in Sumung

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