Needs review

Needs review is where bank emails go when Tidings receives them but cannot read them. The parsers could not find a merchant or an amount, so the raw email is kept intact and no transaction exists yet. Nothing is lost, but nothing is counted either until a retry succeeds.

Not the same as the attention queue

This is the pair most worth keeping straight. The attention queue on Transactions holds transactions that exist but have no category — real rows waiting to be filed. Needs review holds emails that never became transactions at all. One is a categorization gap; the other is a parsing gap. If a purchase is missing from your totals entirely, look here, not there.

Retrying a row

Retry re-runs the deterministic parsers against the stored email — the same regex-based parsers, never AI. It exists to confirm a parser fix, so the outcome tells you whether the fix took:

• If the email now parses, Tidings creates the transaction and clears the row.
• If the result matches something you already have, the row is marked handled as a duplicate.
• If the parsers still cannot read it, the email stays quarantined for you to try again later.

When a retry does create a transaction, categorization runs through your override rules, so a merchant you have already pinned lands in the right category on arrival.

Note

Retry deliberately skips AI. AI extraction is the ingestion-time recovery path; the retry here is the manual-confirmation path for a parser you have changed.

Retry all

When two or more quarantined emails share one institution or sender domain, Tidings offers a retry all for that group. This is the batch you run right after a new parser lands: point it at the backlog from that bank and recover the whole set in one pass.

Setting a row aside

Set aside dismisses a row you do not intend to recover. It removes the email from the active list without deleting the captured email itself, so the record stays on disk.

When a bank keeps failing

If the same bank lands here again and again, the fix is not more retries — it is a parser that can read that bank’s emails. The add a parser guide walks through writing one, and these quarantined emails are exactly the raw material that workflow uses. Once the parser exists, retry all clears the backlog it was built from.