Review Center
What the Review Center is for
Section titled “What the Review Center is for”Tovari notices things it is fairly sure about but will not act on by itself: two transactions that look like the same money moving between your accounts, a charge that looks like it repeats every month, spending with no category, a transaction you typed that your bank then sent through as well.
Rather than guessing, Tovari puts each of these in a queue and asks you. The Review Center is where those queues live, so the decisions are in one place instead of scattered through your register.
Nothing here changes your money. Confirming a suggestion changes how Tovari files something you already have.
The four queues
Section titled “The four queues”| Queue | What is in it |
|---|---|
| Detected Transfers | Money that moved between two of your own accounts. Confirming the pair stops it counting as spending. |
| Recurring Bills | Charges that look like they repeat. Adding one puts it on your schedule. |
| Uncategorized | Transactions with no category yet. |
| Possible Duplicates | Two records of what looks like one charge — either something you typed and your bank then sent through as well, or two copies your bank sent of the same purchase. |
Why the first two are worth doing
Section titled “Why the first two are worth doing”Two of the queues tell you what confirming them will change, because both affect numbers you rely on elsewhere:
- Uncategorized spending stays out of your category budgets until it is filed. Until you file it, your budget is reporting less spending than actually happened, and the queue shows you the running total that is sitting unfiled.
- Adding a bill puts it on your schedule and into Safe to Spend’s bills due. The queue shows the monthly effect of adding everything in it, so you can see what it would do before you commit.
Two kinds of duplicate
Section titled “Two kinds of duplicate”A duplicate can come from either side. Sometimes you typed a purchase and your bank sent the same one through afterwards. Sometimes your bank simply sent the same purchase twice — that one used to sit in your register unnoticed, and Tovari now finds it.
Because a merchant you visit twice in a day is perfectly normal, Tovari only raises a bank-sent repeat when the same charge shows up doubled on other days too. If it is just a busy day at the same coffee shop, nothing is raised.
When you keep one copy and remove the other, the card tells you first if your balance will move, and asks you to tick a box confirming the amount before it does anything. Nothing is removed until you say so, and if you would rather leave both, Not a duplicate always clears the card.
Nothing you dismiss comes back
Section titled “Nothing you dismiss comes back”Rejecting a suggestion is remembered. If you say something is not a transfer, not a bill, or not a duplicate, Tovari will not suggest it again.
Finding it
Section titled “Finding it”Review Center is in the left-hand navigation, carrying a count when there is anything waiting. When there is nothing, it tells you so: You’re all caught up — nothing needs review.
Working a queue
Section titled “Working a queue”The four queues sit in a rail down the side; choosing one shows its items. Each queue has a primary action and a “not this” action — Approve transfer and Not a transfer on a detected pair, and the equivalent pair on each of the others.
Where a queue supports it you can work in bulk rather than one at a time: Approve all on detected transfers, and multi-select with Clear selection on uncategorized spending. Tovari tells you how many of the batch succeeded rather than reporting a silent all-or-nothing.
Changing your mind
Section titled “Changing your mind”Adding a recurring bill can be undone from the queue after the fact — the row shows it was Added to schedule and offers to reverse it. A bulk categorization offers Undo — restore categories, which puts the previous categories back rather than clearing them.
On a phone browser
Section titled “On a phone browser”The Review Center is not in the phone-browser layout. To work these queues, open the web app on a computer or use the Tovari mobile app, where they appear as Alerts.
Finding it
Section titled “Finding it”In the app the Review Center is the Alerts tab. Same queues, same decisions, named for how it behaves on a phone — a short list of things waiting for you.
Working a queue
Section titled “Working a queue”Alerts opens as an inbox: one card per queue, each with its count and a plain-language line saying why the items are there. Tapping a card opens that queue’s items.
Each queue has its own pair of verbs on the bar at the bottom of an item, so the action always reads as the decision you are actually making:
| Queue | Confirm | Reject |
|---|---|---|
| Detected transfers | Approve transfer | Not a transfer |
| New recurring bills | Add to schedule | Not a bill |
| Uncategorized | File transaction | Skip for now |
| Possible duplicates | Merge into one, or Keep one, remove the other when both copies came from your bank | Not a duplicate |
What the app does not do
Section titled “What the app does not do”The app works the same four queues as the web app. For the bulk actions — approving every detected transfer at once, or categorizing a multi-selection in one pass — use the web app on a computer.
Related pages
Section titled “Related pages”- Transactions — the register these suggestions are drawn from.
- Bills — where a confirmed recurring bill lands.
- Categories — what you are filing uncategorized spending into.
- Safe to Spend — the number a newly scheduled bill feeds into.
- Where each feature works — what is available on which platform.