Feature · Accuracy

Corrections happen. Max'd Out learns from them.

A periodic review flags entries that look miscoded, based on your own history — it never changes anything without you confirming, and it records every decision you make so the questions get fewer over time.

What gets flagged

Not random spot-checks — patterns built from your own coding history.

A vendor coded inconsistently

The same vendor coded to two different categories across recent entries — could be a legitimate split, could be a mistake worth a second look.

A catch-all category when a better one exists

An entry coded to something like "Miscellaneous" when a more specific category already matches the vendor or description gets flagged for review.

A break from the vendor's own pattern

Home Depot coded as Materials 94% of the time, and one entry shows up as Office Supplies — that's the kind of outlier Max'd Out catches, not a rule you have to set up yourself.

Delivered as a quick text — you decide

Same delivery window as your Weekly Outlook, as its own message — and if there's nothing to flag that period, no message is sent at all. Impatient? Text "run a reclassification check" and it runs on the spot.

MO
Max'd Out
Owner · Reclassification review
Max'd Out spotted 2 entries that might be miscoded. Quick review: 1. Home Depot $84 on June 3 — coded as Office Supplies. Your other Home Depot entries are Materials. Recode? 2. $620 labor on June 7 — coded as Miscellaneous. Looks like it might be Subcontractors. Recode? Reply 1, 2, or BOTH to recode. Reply SKIP to leave them as-is.
BOTH
Done — both recoded. These will be corrected in your next export.
Recoded entries go out corrected in your next export — no manual cleanup waiting on the QuickBooks side.

It learns which suggestions you don't want

Every confirm and reject is recorded. Turn the same vendor/category suggestion down a few times and it stops being raised at all — no settings screen, no rules to maintain, just your actual decisions doing the configuring.

Accuracy

A second set of eyes on every book, every week.

You approve every change — Max'd Out just makes sure nothing slips by unnoticed.

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