RULEHERO / VIDEOS / Workflow

Transactions Tab

Name: Transactions Tab
Uploaded: 2026-06-01
Duration: 1 min 24 s
Description: How to use the transactions view to validate rule matches, spot miscategorizations, and trace what a rule actually did.

1:24

How to use the transactions view to validate rule matches, spot miscategorizations, and trace what a rule actually did.

transactions matching validation

PROBLEM

A rule looks fine in the list until you realize it miscategorized months of deposits.

WHAT THIS SHOWS

Inspect real transaction history behind each rule so you fix problems with evidence, not guesswork.

Audit with transaction proof

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