I have a question about AutoCat AI suggest batch review – once it auto-categorizes a batch of 20, is there an easy way to identify what transactions it auto-categorized? Maybe I’m missing something.
If there isn’t an easy way at the moment, maybe it would be useful if it added a note to the Metadata column or something.
I use Conditional Formatting to highlight transactions that have been recently categorized by Autocat.
Create a Conditional Formatting rule on the Category column. Specify Custom Formula and use this for the formula: =if(S2>today()-1,true,false)
IMPORTANT: Column S is the Categorized Date in my sheet but yours is probably a different column because I’ve added some custom columns to my sheet. Find your Categorized Date column and change S to whatever column yours is.
How it works: it compares today’s date to the Categorized Date. If they are within one day, the cell will be highlighted, so it highlights any category that was categorized within the past day.
Like @mysterytea, I use conditional formatting, this formula:
=OR($D2="", AND($Q2="AI Suggest", $A2=FALSE))
It highlights uncategorized or categorized entries by AI Suggest. In my case, D is the category column. I also have the first column A with checkboxes. I can check off the row, which clears the highlight. That way I can ensure that all AI categorizations were checked, as well as any missing ones.
Thank you for the replies!
@mysterytea Doesn’t that also highlight transactions that were categorized by AutoCat rules and not just those by AI suggest? I would like to be able to see the ones that just used AI Suggest since I don’t think I need to review the ones categorized by the rules.
@Evgen If I understand correctly (apologies if I don’t!), the formula is checking the Q column (“Metadata”) to see if it has the value “AI Suggest” – but what is populating that column? When I run AutoCat, it doesn’t seem to populate the metadata column at all.
Yes, it highlights anything that was categorized by either AI Suggest or Autocat. This helps ensure I review every new transaction regardless of how it was categorized. The checkbox approach @Evgen and others use might be a better method.
