Ledgerloading

Review the ledger · overrule a booking · the system learns a rule

Merchants Policy Learned rules Advisories Accounts

Views

Provenance

	ask	date	description	amount	merchant	merchant type	treatment	account

Tip: shift-click any cell to filter · click a column to sort (again to reverse) · f full-width focus · Esc clears · ⌘K for actions

Filter

State

merchant	node	state	basket	txns	accounts	evidence	confidence

Each merchant unifies its raw descriptors · the evidence column reads how settled its account is · click a row for the full record.

The generic pack is immutable — the learning loop never edits it. Learned rules layer on top and are recorded as aligned / house-convention / divergent against it.

Basis

asks batch the rows that need your context · external drift — nothing auto-applies; the generic pack stays immutable

This tenant's chart of accounts and how classification lands on it — each code is a pool-default account the classifier can book to; ↳ pool members are sub-accounts auto-picked within their treatment's pool; accounts with neither are journal territory, unreachable by automation.

coded only pooled only descriptions

⚠ Descriptions out of date —

code	account	type	treatments

Accounts appear in chart order · treatments chips = what this account is the pool default for · a violet ↳ chip = pool membership, where an embedding match can land the booking · the review sentinel collects rows awaiting a human call.

Ledgerloading

Periods

How SmallBooks learns