Help center · Automation & AI
How to approve a draft
Tap "Add to ledger" on the draft.
On this page
To approve a draft in Extrack, open the Automation inbox (route `/transaction-drafts`), tap the draft to review the fields, then tap "Add to ledger". The draft posts to your real ledger; account balances and budgets update; the draft row is removed from the inbox. If you tap before your workspace data has loaded, a toast reads: "Loading workspace data… try again in a moment."
Steps
Open the draft
Tap the draft row to see the parsed amount, account, date and suggestions.
Edit if needed
Tweak any field before promoting — common edits: re-pick category, adjust amount.
Tap "Add to ledger"
The draft becomes a regular transaction; the inbox row is removed.
Frequently asked
Why does the page show a "Loading workspace data…" toast?
The on-device suggestion logic needs your accounts/categories/people loaded. Wait a moment, then try again.
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