Attention chips
What each chip on Home, Budget and the Annual Budget Plan counts, when it shows and where it leads.
Updated November 10, 2026
Chips are short links to things that need your attention. A chip shows only when its count is above zero. Select a chip to open the list or page where you deal with it. The number in front of each label is the count.
Where chips appear
| Page | Position | Month the counts use |
|---|---|---|
| Home | Under the figures in the top panel | The current month |
| Budget | Under the headline band | The month you are viewing |
| Annual Budget Plan | Near the top of the page | The current month, whichever year the grid shows |
On Home, chips show only when something is uncategorized, overspent or due, or when a bank is connected and none needs attention. N to review and N removed by provider show only when chips show for one of those reasons.
When a bank needs attention, a banner above the figures on Home replaces the N banks connected chip. See A bank needs attention or is disconnected.
The chips
Chips appear in this order.
| Chip | Appears when | Selecting it opens |
|---|---|---|
| N uncategorized, with · $X out and · $Y in | Transactions in on-budget accounts need a category. | Transactions, filtered to uncategorized |
| N to review | Transactions and split lines in open accounts, on-budget or off-budget, are not marked reviewed. | Transactions, filtered to transactions that are not reviewed |
| N removed by provider | Your bank connection no longer reports a transaction and you have not chosen to keep it. | Transactions, filtered to removed transactions |
| N overspent | A category's Balance is below zero. | Budget for that month, scrolled to the overspent rows |
| N due | Scheduled items are due today or earlier. | Schedules |
| N banks connected | Home only. A bank is connected and none needs attention. Reads 1 bank connected for one. | Linked banks |
What each chip counts
Uncategorized. A transaction counts when it is in an on-budget account, has no category and is not a transfer between two on-budget accounts. These also count: a transfer between an on-budget and an off-budget account that has no category, a split line with no category, and the unassigned part of a split transaction whose lines do not add up to the total. The count covers all dates.
On Transactions, a split with a line that needs a category is listed whole, with all its lines. The chip counts each such line, so it can show a higher number than the rows in the list. In the Scheduled section, the page also lists upcoming scheduled items with no category in on-budget accounts. The chip does not count them.
The out and in amounts are separate and are never netted. They add up uncategorized transactions from the month you created the budget file through the end of the month shown. For a budget file created from a Good Steward Local export, they cover every date through the end of the month shown. When both are zero, the chip shows only the count.
To review. Transactions that arrive from a bank connection or a file import start unreviewed, except in a Balance-only account, where they start reviewed. A scheduled item also starts unreviewed when you select Post. A transaction you enter yourself starts reviewed, except a transfer or a split: both sides of the transfer and every line of the split start unreviewed. Each unreviewed split line counts once, and the split itself is not counted. Transactions lists such a split whole, with all its lines. See To review, Cleared and Reconciled.
Removed by provider. A transaction that your bank connection reported before and no longer reports. Open it to choose Keep it or Delete it. See Pending, possible match and removed transactions.
Overspent. In Category view, Budget counts expense categories with a Balance below zero. Off-budget categories and income categories are not counted. A hidden category, or one in a hidden group, is counted when it has a Balance below zero, because Budget lists it with a hidden label. In Group view, Budget counts groups whose total Balance is below zero. Home and the Annual Budget Plan always count categories, so their number can be higher than in Group view.
Selecting the chip opens the groups that hold overspent categories (in Group view, the groups whose total is below zero), scrolls to the first overspent row and highlights the overspent rows briefly. See A category is overspent.
Due. Counts scheduled items that have not finished and whose next date is today or earlier on your calendar. Overdue items count. See See what's coming up.