Confirm in Puzzle
When you spend or receive money, Puzzle helps you categorize those transactions for financial accounting. This allows Puzzle to provide real-time financials; however, until they are confirmed, these financials should be considered unreviewed.
For a walkthrough of the Transactions page, see Review and confirm your transactions.
Monitoring Your Progress
The Transaction progress card on your dashboard shows two progress circles for each month to help you gauge the completeness of your books:
Categorized: the share of your transaction dollars that have been assigned a category.
Confirmed: the share of your transaction dollars that have been reviewed and locked.
These percentages are driven by the status of each transaction on the Transactions page.
Don't Forget the Payment Processor
The Categorized and Confirmed percentages on your dashboard roll up transactions from all connected sources — bank accounts, credit cards, and Stripe (or other payment processors). Because payment processor activity is grouped separately, it's easy to overlook, so it should be checked on its own in addition to your bank and credit card feeds.
To verify Payment Processor status:
From the dashboard: In Transaction progress, click View outstanding work. Under Not confirmed, select Payment Processor.
From the sidebar: Go to Accounting → Transactions → Payment processor → Detail tab.
Once there, review the Categorized By column for any rows still marked "Suggested" and confirm each transaction shows as confirmed before closing the month.
Understanding Categorized By
On the Transactions page, the Categorized By column tells you exactly how a transaction was handled and who (or what) was responsible for it.
Categorized By labels
Label | What it means |
✨ Suggested  | The Puzzle system has recommended a category based on your history or common accounting practices. These need a quick review. |
🔗 Linked
 | These are paired transactions (like a transfer between accounts or a payout) that have been matched automatically. |
✔️ User
 | A person on your team set the category manually. |
Rule | Categorized by one of your rules. |
AI | Categorized by AI, for example with the AI Categorizer. |
Confirming Transactions
Categorizing a transaction gets it on the map, but Confirming it locks it into your official records.
The Confirm Button: Clicking the green Confirm button confirms the categorization.
Locking the Books: Once confirmed, a transaction is locked. This ensures your Balance Sheet and Profit & Loss statements remain consistent for month-end reporting.
Making Changes: If you need to edit a confirmed transaction, you must first click "Unconfirm" (or "Unlink") to unlock it.