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.
Monitoring Your Progress
The dashboard provides two progress circles for each month to help you gauge the completeness of your books:
Categorized: The percentage of transactions that have been assigned to a category.
Confirm: The percentage of transactions that have been reviewed and locked.
These percentages are driven by the Status of each individual transaction in your Transactions tab.
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: Click the Categorized/Confirmed progress circle at the top of Company Status → expand Unconfirmed transactions → 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 Transaction Status
Within the Transactions tab, the "Status" column tells you exactly how a transaction was handled and who (or what) was responsible for it.
Common Status Indicators
Status | 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
 | This indicates a human touch. This status appears if a user manually adjusted the category or if the categorization was triggered by a custom Rule you created. |
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.