What do I need to change in an "AI Suggested" transaction row?

Google Sheets
1

Hi,

When the AI Suggest gets a category wrong and I need to change it, should I also delete the “Categorized By” and “Categorization Notes” cells? Does the AI look at these during future runs?

Thanks,
-Chris

2

Hi @ChrisMildebrandt I’d say yes, at the very least for accuracy erase those details. AI suggest does look at such if you add a review column for instance.

1 Like
3

Thanks @twalane for the vote to erase those values, that’s what I’ve been doing so far.

In the case of the review column you linked to, that just adds highlighting based on the value of the “Categorized By” value and the checkbox column. Those instructions don’t mention that the AI suggest tool uses the review column as feedback.

For example, the first step says, “Add a checkbox to column A (if it’s still blank and not being used for another purpose) otherwise add a new column and title it “Review” (or whatever you’d like to call it).” If the AI suggest tool would use this checkbox, I would think it would need either a specific column letter or a specific title.

Maybe I misunderstood your intent?