The Bank details method groups category information based on source evidence supplied with the bank feed. A bank category hint can help describe the transaction, but it does not establish the company’s final ledger account.
- Choose Bank details in the method filter.
- Open a transaction and read Original description and any Plaid category hint.
- Compare that evidence with the receipt, payment purpose, and available ledger accounts before deciding.
Bank categories and ledger accounts serve different purposes
A broad source hint may describe a merchant type without explaining what the business purchased. A payment processor may also appear in the description instead of the supplier or customer. The supporting record can resolve that ambiguity.
If the detail presents an account mapping requirement, choose a compatible ledger account through the appropriate review flow. Do not assume the presence of a source hint means the transaction has been imported or posted. The bank activity detail reports those states separately. After reviewing this method, restore All methods to see the rest of the account’s activity, including records whose categories came from a saved choice, rule, or automatic proposal.
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