Review categories suggested by connected apps

Once Finsplore Connect is available, a connected app, such as ChatGPT or Claude, will be able to suggest a category for transactions it imports or edits. A suggestion is only a suggestion. You decide whether to keep it.

How suggestions workCopy Anchor Link

• A suggestion never overrides a category you set yourself, or one set by your rules.
• A suggestion does replace a category Finsplore picked automatically.
• If you confirm that a transaction is a transfer between your own accounts, that replaces the suggestion.
• Nothing learns from a suggestion until you accept it.
• A connected app cannot accept suggestions for you.

Spot a suggestionCopy Anchor Link

A suggested transaction shows Suggested by and the app's name, in the list and when you open the transaction.

A verified mark next to the name means Finsplore has verified that app. Apps hosted on approved web addresses can be verified. Any other app shows without the mark, and an app cannot verify itself by choosing a name. If you do not recognise the app, check Connect before you accept.

Accept one suggestionCopy Anchor Link

1. Open All transactions in the web app, or Transactions in the mobile app.
2. Find a transaction that shows Suggested by.
3. In the web app, click Accept on the row, or open the transaction and click Accept. In the mobile app, open the transaction and tap Accept suggestion.

The category stays and becomes your own choice. Finsplore uses it to learn how you categorise similar transactions.

To use a different category instead, change it as you normally would. See Change a transaction's category. Changing the category also makes it yours.

Accept all suggestions on the listCopy Anchor Link

1. Open All transactions in the web app, or the transactions list in the mobile app.
2. Above the list, you see a banner or bar such as 8 categories suggested by 4 connected apps.
3. Click Accept all (web app) or tap Accept all suggestions (mobile app).

Every suggestion on the list you are viewing becomes your own choice. In the mobile app, when the list has more transactions than the app loads at once (1,000), the button shows how many it will accept, for example Accept 1000 shown.

Accept all after an importCopy Anchor Link

When you import transactions and some of them have categories suggested by connected apps, the import result screen offers to accept them all. If nothing was suggested, no notice appears.

Web app

1. Finish the import. The result screen says N categories suggested by connected apps are waiting for your approval.
2. Click Accept all N. While it runs, the button shows it is busy, and pressing it again does nothing.

The screen then says Accepted N categories. If some batches fail, for example because your connection dropped, it shows an error and a Retry button. Retry sends only the batches that failed. If the suggestions were already dealt with, the screen says These suggestions were already decided.

Mobile app

1. Finish the import. The bar on the result screen reads N categories suggested by connected apps (or 1 category suggested by a connected app).
2. Tap Accept all N.

The app then says N categories accepted. It may add , M left as they were for suggestions that had already changed. If it says Couldn't accept them all. Please try again., tap the button again to retry only the batches that did not finish. If nothing was accepted yet, the button still reads Accept all N. Once some went through, it reads Accept remaining M, where M is how many are still waiting, or Try again if the app cannot tell how many are left.

Anything you do not accept stays a suggestion. You can still accept it later from All transactions.

Related articlesCopy Anchor Link

• What Finsplore Connect shares
• Approve or reject changes an assistant suggests
• Change a transaction's category