Keep project budgets fully tagged for accurate reporting

Project managers see untagged expenses in spreadsheets, causing reconciliation delays and approval bottlenecks. Weekly fills pull category tags from transactions so rows reconcile and approvals speed up.

Overview

Uncategorized expenses delay reconciliations and stall project approvals, creating audit friction for finance and project management. This weekly workflow fills missing category tags from transaction records so budget rows reconcile and approvals move faster; teams report fewer manual corrections during review.

Notable Features

Populate missing category tags weekly
Update spreadsheet rows from transactions
Notify project managers about exceptions