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Review and Analyze
Review and Analyze
Review verified transactions and generate exports, reports, and visualizations.
Bank Transactions
Transaction Management
Transaction Type
Configuring Data Grids
Prompt Categorization
Running and Reviewing AI Categorization
Why the AI Categorization Option Isn't Available
Getting Started with Stories
Stories — Best Practices
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Excel Sync
Excel Sync
Excel Sync Troubleshooting
Splitting a Statement into Card Holders
Visualizations
Data Visualization and Custom Columns
Valid8 Default Categories
Exports
What Each Export Contains and How Rows Are Ordered
Excel and Visualization Exports
Bank Transactions (TXN) Report
Daily Account Balances Report
Financial Activity Report (FAR)
Financial Activity Report: Multiple Accounts and Stories
An Export Stuck in "Assembling"
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Ledger Trace
Ledger Trace
