How do I recategorize or remove transactions from the chat?

Daystrom can do more than answer questions. When you find a batch of transactions that need the same fix, you can tell Daystrom to change them and it will, but only after you approve the change on a card. Daystrom never edits your data on its own.

How do I recategorize transactions from the chat?

Ask for the change in plain English, like "Recategorize all these Venmo payments as transfers." Daystrom stages the edit and shows a confirm card, for example Update Category, Merchant for 42 transactions. Check the card, then click Apply 42 to make the change or Cancel to drop it. When it applies, the card reads Applied.

You can stage edits to category, category detail, merchant, payee, and other fields this way, across a whole batch at once. This is the chat version of a bulk edit in the ledger.

How do I remove transactions from the chat?

Ask Daystrom to remove the transactions you do not want counted, like "Remove these duplicate deposits." It shows a Remove N transactions card with a caution that the rows will be hidden from totals, insights, and exports, and that the change is reversible. Click Remove to apply it.

Every action works the same safe way: Daystrom proposes, you confirm. A confirm card expires after a few minutes if you do not act on it, so nothing changes by accident. When you want to change amounts or accounts one row at a time instead, do it in the transaction ledger, where those edits also feed reconciliation.