Your First AI Money Review - checking checklist


- [ ] Period, currency, row count and coverage match the selected source. No mixed currencies or double-counted card payments.
- [ ] Dates and amounts are real spreadsheet values. Refund signs are correct. No missing or duplicate row IDs.
- [ ] The workbook reports all entered rows complete, and all rows categorized into the seven displayed categories.
- [ ] D11 is entered from the private source. The difference D12 is 0.00. A tie does not prove that you chose the right source rows.
- [ ] AI row IDs and amounts match the input. Category totals and net total match the workbook to the cent.
- [ ] A repeated merchant is a question, not a conclusion. Check invoices and terms privately.
- [ ] Every action has evidence or is labeled Check first. No unverified savings claim or automatic cancellation.
- [ ] Save the sanitized input, checked result, and the evidence needed for your next review privately.
