Fix a wrong category
A wrong category should be corrected in a way that teaches LeedBooks whether the issue was a one-time mistake or a recurring pattern.
Find the transaction
Start in the ledger if the transaction is already posted.
Search by payee, amount, date, or category. Click the row to open the detail drawer and confirm what category was used.
If the item is still pending, open it in the review queue instead.
If the same mistake will happen again, update the rule or alias pattern. If it was truly one transaction, a simple edit may be enough.
Use the ledger or review queue depending on whether it is posted.
Decide if the error is one transaction or a repeat pattern.
Use the review or task approval flow so the change is recorded.
Decide if it is one-off
Ask whether this mistake will repeat.
One-off mistakes usually need a transaction edit. Repeating vendor mistakes usually need a rule, alias, or category cleanup.
Fix the category
Use the review queue for pending work.
For posted work, ask AI to prepare a transaction edit task or use the appropriate cleanup workflow. Human approval should remain in the loop before important changes are committed.
Teach the AI
After correcting the category, make the learning explicit.
If the vendor should always use that category, create or approve a rule. If the vendor name is messy, use an alias. If the category suggestion itself was noisy, reject it so it is not repeated.
Learn category cleanup
Categories should stay clean and boring. The Categories guide explains when to add or avoid a category.
Read categories guide