# Review & Edit

After uploading documents, you'll review the AI-extracted data on the Review page. This is where you verify accuracy and make any necessary corrections.

# The Review Queue

The Review page shows all recently uploaded documents waiting for your attention. Each card displays:

• Preview thumbnail of the original document
• Extracted amount and currency
• Merchant name (if detected)
• Suggested category
• Confidence indicator showing AI certainty

# Reviewing a Transaction

Click any transaction card to open the detailed review view:

# Side-by-Side View

On desktop, you'll see:

• Original document on the left
• Extracted data form on the right

This allows you to easily compare and verify each field.

# Editable Fields

All extracted fields can be edited:

Field	Description
Date	Transaction date
Amount	Total amount with currency
Merchant	Vendor or store name
Category	Expense category
Description	Additional notes
Type	Personal or Business

# Keyboard Shortcuts

Speed up your workflow with these shortcuts:

• Tab — Move to next field
• Enter — Save and continue
• Esc — Cancel editing
• → — Next transaction
• ← — Previous transaction

# AI Confidence Levels

The confidence indicator shows how certain our AI is about the extraction:

• High (Green) — Very confident, usually correct
• Medium (Yellow) — Fairly confident, worth verifying
• Low (Red) — Uncertain, please review carefully

Low confidence often occurs with:

• Faded or damaged receipts
• Unusual formats
• Handwritten text
• Poor image quality

# Bulk Actions

When multiple transactions need similar treatment:

1. Select transactions using checkboxes
2. Choose a bulk action:
   • Approve all — Accept extractions as-is
   • Set category — Apply same category
   • Mark as personal/business — Change type
   • Delete — Remove selected items

# Smart Learning

When you make corrections, BasedInbox learns from them:

• Merchant name corrections improve future recognition
• Category choices help train the categorization model
• Your preferences are remembered per merchant

# Merging Transactions

Sometimes bank statements and receipts capture the same expense. To merge:

1. Select both transactions
2. Click Merge
3. Choose which details to keep
4. The receipt image attaches to the bank transaction

# Splitting Transactions

For transactions that cover multiple expense types:

1. Click the Split button
2. Enter the number of parts
3. Assign amounts and categories to each
4. Save the split items

# Next Steps

After reviewing, transactions move to your Transactions list where you can:

• View by personal or business
• Filter by category or date
• Generate reports and claims