Learning memory
What Alison has learned from your corrections: which payee goes where, which splits you prefer. You can read and delete it.
In Solo Superstars
Under Accounting › Learning memory. Each entry shows the payee or pattern, the account, and how often it was confirmed. Delete an entry to make her ask again; promote one to a bank rule to make it certain.
Example
"Payee Amazon → Office Supplies & Software, confirmed 14×, last Aug 3."
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- ledger hints
- memory
Related
- Alison — The accounting teammate. Categorizes bank transactions, drafts journal entries, watches for anomalies, and asks for approval before anything that moves money.
- Categorize — Telling a bank transaction which ledger account it belongs to. Alison does most of it; you confirm the uncertain ones.
- Payee — Who a bank transaction was really with, resolved from the descriptor. One payee can have many descriptors.
- Bank rule — "If the payee or descriptor looks like this, book it here." Rules run on every import; Alison proposes new ones from your corrections.