---
title: "Reviewing transactions"
slug: "reviewing-transactions"
updated: 2025-07-07T23:10:48Z
published: 2025-07-07T23:10:48Z
canonical: "help.legalzoom.com/reviewing-transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.legalzoom.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reviewing transactions

Reviewing transactions is an essential part of bookkeeping. It helps to keep a check on business income and expenses. To help you prepare for tax time, categorize your business transactions using our predefined list of income and expense categories. Each category has a description of what it represents.

**You will find transactions that need review in the Review Transactions widget.**

1. **Select the Review now button** - You'll be taken to a page of transactions that you need to review and assign as either a Business or Personal transaction. If you assign a transaction as Business, you can select an expense/income category from the category dropdown.
2. Once you have reviewed the information on the transaction select the **Confirm** button. This will add transactions to your transaction table on the transaction page
3. **Reviewed Transactions** will appear either under **Business** or **Personal** on the transaction page.

![In LZ Books on the Transaction page, select the transaction you would like to edit from the table. ](https://cdn.document360.io/37031dce-95f6-461f-9862-372c9cec1cdb/Images/Documentation/Review%20now.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A42%3A45Z&se=2026-11-12T19%3A42%3A45Z&sr=c&sp=r&sig=ijP%2FgOgt%2BepucrSUyshdRAEc6YnvRfYKQ8OFhld5fm4%3D)

![An app screenshot showing how to review and edit transactions in LZ Books.](https://cdn.document360.io/37031dce-95f6-461f-9862-372c9cec1cdb/Images/Documentation/Review%20takover%20page.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A42%3A45Z&se=2026-11-12T19%3A42%3A45Z&sr=c&sp=r&sig=ijP%2FgOgt%2BepucrSUyshdRAEc6YnvRfYKQ8OFhld5fm4%3D)

![](https://cdn.document360.io/37031dce-95f6-461f-9862-372c9cec1cdb/Images/Documentation/Txn%20home%20w:%20reviewed%20txn.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A42%3A45Z&se=2026-11-12T19%3A42%3A45Z&sr=c&sp=r&sig=ijP%2FgOgt%2BepucrSUyshdRAEc6YnvRfYKQ8OFhld5fm4%3D)