Review bank correction can offer Apply bank correction when the affected import is still eligible for this direct correction. The sheet explains that only the unreviewed import will change and preserves its previous values with your review note.
- Open the bank record’s correction review in Integrations.
- Compare the latest bank date, amount, and description with the saved source.
- Write a supported Review note and choose Apply bank correction when the displayed change is appropriate.
Review the category again afterward
A corrected source can change the facts that supported the original category. The sheet explicitly says that the category will need review again, even if the merchant remains familiar.
If the action is unavailable, read the hold reason and follow the accounting correction workflow instead. Do not assume every imported or posted transaction can be overwritten through this source action. Check the resulting accounting record after confirmation and retain the bank evidence that explains the correction. A source correction is not a reason to create a second transaction with the new amount while leaving the old one unexplained. Resolve the existing source relationship so its review history remains coherent.
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