How to review AI drafts after an import
Review AI drafts on the import's page: correct a row, check a duplicate flag, and publish the rows you want to keep. Only publishing moves a balance.
What a draft is
A draft is a proposed transaction that sits apart from your transactions and has moved no balance. The Imports concept covers what a draft holds and why it is kept back.
A statement import has a page of its own with two tabs. Drafts is the queue waiting on you; Transactions is what you have already published from that file. That page is the screen this guide describes.
A receipt goes somewhere else. It produces a single draft, not a queue, and that draft opens on the photograph it was read out of instead of on an import page. There is no list to work through and nothing to select in batches.
Rows flagged as duplicates
A row that appears to repeat something you already recorded is marked Possible duplicate. The mark is a link: follow it to see the transaction the row is being compared with. The filters can narrow the list to just those rows.
If the flag is right, open the row and choose Merge into existing. The draft is deleted, its attachment and its link back to this import move onto the transaction you already had, and you pick whether the description and the date come from the existing row or from the draft. The amounts on the existing transaction are not changed.
If the flag is wrong, ignore it and publish the row like any other.
Correcting a row
Click a row to open it. The panel shows what was suggested, and Edit opens the row on its own page.
There you can change the type, the wallet, the currency and amount, the date and the comment. Category and budget belong to the expense line underneath: open that line to change them, or add a second line to split one payment across two categories. An income row takes an income source in their place.
A row with no wallet cannot be published. The page says so instead of letting you try.
Both currency legs
A draft keeps two amounts: what the purchase cost, and what left the wallet. The list shows the second only where it says something the first does not. Same currency, or the same number, and the row stays a single figure. Otherwise it reads as an arrow between the two.
The editor does not apply that test. It offers a wallet-amount field whenever the two currencies differ, whatever the numbers are. So a row whose conversion could not be worked out, which leaves both amounts equal, reads as one figure in the list and still gives you the field to correct it in.
The Currencies concept explains why both amounts are kept rather than one being converted away.
Publishing drafts
Publishing is what makes a draft real. The row joins your transaction list, and its amount is applied to the wallet's balance. There is no way back. A published row can be deleted, but it cannot be returned to being a draft.
Publish one row from its panel, or tick several and choose Approve selected. The header checkbox takes everything currently in view, so filtering first is how you approve a batch. A long selection is sent in pieces and can partly succeed. Read what it reports.
Deleting the whole import asks two separate questions: whether to remove the drafts still waiting, and whether to remove the transactions you already published from it. The second adjusts your wallet balances back. Rows that another import also produced are kept either way.