Check data quality before acting on insights

A short quality check

• Resolve import validation and duplicate warnings before treating a view as complete.
• Check that destination accounts and Space boundaries match the source statement.
• Review categories where they change a decision, not simply to make every row look tidy.
• Trace surprising numbers back through the Ledger, account, and statement.

Protect decision quality

Reliable insight comes from reliable inputs. Taking a few minutes to verify the record is usually faster than explaining a number that was based on the wrong context.