Reviewing AI-flagged medical transactions

Once you've connected a bank or credit card, our AI scans every transaction and flags ones that look medical — pharmacies, doctors' offices, hospitals, dental practices, etc. Your job is to quickly confirm or reject each one.

Where to find your queue

• The Dashboard shows a banner with the count of unreviewed flagged transactions.
• The Transactions page in the sidebar has a Review tab with the full queue.

How to review

For each transaction, you'll see:

• Merchant and amount
• Date
• Account the charge came from
• AI confidence — a hint at how sure we are this is medical
• AI reasoning — a short explanation of why we flagged it

You can:

• Confirm — adds the transaction to your expense ledger as a medical expense
• Reject — marks it as non-medical so we won't flag it again
• Attach to existing expense — if you already logged this expense manually, link them together so you don't end up with a duplicate

Why AI sometimes misses or over-flags

AI classification is imperfect. Common patterns:

• CVS or Walgreens — these stores sell both medical and non-medical items. We flag them, but you may have just bought a soda. Reject if it's not medical.
• Doctor's office name — clear medical, almost always correct.
• Generic merchants — sometimes a Square or Stripe charge from a small medical practice looks like a random business name. Read the AI reasoning before rejecting.

Confidence

We show a confidence score (high / medium / low). High-confidence transactions are usually correct; low-confidence ones need a closer look. We err on the side of flagging more, since rejecting one is a single click but missing a real expense costs you tax-free dollars.

After reviewing

Confirmed transactions appear in your Expenses ledger immediately, classified as imported. They count toward your reimbursable total just like manually-entered expenses.

Rejecting permanently

When you reject a transaction, we won't surface it again. If you change your mind, you can find it under the All tab on the Transactions page and re-review.

Premium-only

Plaid sync (and therefore transaction review) is a Premium feature.

Updated on: 05/06/2026