# Review and accept category suggestions

Ask Qix for a bank category, review confidence and reasoning, and accept the result.

Canonical: https://demo.qixcount.com/help/banking/ai-suggestions

Who can do this: Owners, or people with *Edit bank transactions* and *View reconciliations*

Where: Banking, then Bank feed

You'll need: AI categorization enabled and an uncategorized bank record

Qix can suggest a category for an uncategorized bank record.

## Ask for a suggestion

1. Open **Banking**, then **Bank feed**, and select **For Review**.
2. Find a record without a category or suggestion.
3. Select the robot control labeled **Ask AI to categorize**.
4. Review the suggested category, percentage, and any information-icon explanation.

Qix chooses from active expense, revenue, asset, and liability accounts. Plaid imports may also have category suggestions based on bank data or merchant-name patterns, so every suggestion is not necessarily from Qix.

## Accept the category

If you only want to accept a category, check the proposed account and select **Accept**.

Acceptance copies the suggestion into **Category**, marks the record reviewed, and reloads the page. It moves to **In QixCount** without a posted journal.

If the record needs a new ledger posting, use [categorizing and posting](https://demo.qixcount.com/help/banking/categorize-a-transaction) instead of **Accept**. Choose the intended account from **Select category...**, then select **Add** before leaving the page. If the proposed account is already selected, select the blank choice first, then the intended account. If you already accepted without posting, check for a linked journal and contact support before correcting it.

## Request several suggestions

Select **AI Categorize** in **For Review** and confirm. This processes uncategorized records without suggestions for the selected account, up to the remaining daily allowance. It is not restricted to the checked rows or current date/search filters.

The suggestions button showing an acceptance count accepts eligible suggestions on the loaded page, even when the count reflects more records. Check each page before accepting.

Next, review [categorizing and posting](https://demo.qixcount.com/help/banking/categorize-a-transaction) before adding the bank record to your books.

## Troubleshooting

If the daily limit is reached, retry the next day. A record already categorized or already carrying a suggestion cannot request another suggestion through this action. When Qix cannot choose an account, categorize it manually. A **Low confidence** badge means the stored suggestion is below the configured confidence threshold.

## Good to know

A suggestion does not post a journal. Review the transaction and proposed account before accepting it.

You need *Edit bank transactions*, plus *View reconciliations* to open the feed. Owners have both. AI categorization must be enabled for the business. If the control is disabled or unavailable, ask the owner or support.