Step 1
Find Capture & review in Settings
- Open Track Finance Notifications
- Find the Capture & review card
In Settings, open Track Finance Notifications.
The Capture and review card is where you find the Review and approve button.
Step 2
A captured message is not a saved transaction
- Review before saving
- Capture and ledger entries are different
A captured finance message is not yet an approved transaction in your ledger.
Review its amount, flow, category and sub-category before you decide to save.
Step 3
Review & approve opens pending messages
- Use the real Review & approve button
- Detailed editing is a separate lesson
Review and approve opens the notification review route.
Step 4
Read what the message actually says
- Example: INR 125 at Demo Cafe
- Check the purchase purpose, not only the bank
Our synthetic example says: INR 125 debited for coffee at Demo Cafe. Reference DEMO125.
Check what the purchase was for. A payment method or bank name does not prove the spending category.
Step 5
Capture does not switch cloud AI on
- Capture works locally
- Cloud AI has a separate permission
Capture works locally. Optional cloud AI is controlled separately in AI Intelligence.
Opening review is not permission to upload a message or an instruction to pay for another analysis.
Step 6
Paste SMS here is not an Android button
- Track Finance Paste SMS is iOS-only
- Use the Add Transaction manual-entry lessons
The Paste SMS button on this Settings page is compiled for iOS only. It is not an Android Settings button.
For the detailed manual-message and save workflows, see Add Transaction tutorials eighteen and nineteen.
Step 7
Open review, check details, then save
- Review pending messages promptly
- Use the detailed save lesson when needed
Captured notifications are kept for up to seven days, so review them promptly.
Find Review and approve here, then use the detailed transaction lessons to check and save only what belongs in your ledger.