Applying a bank correction can make the transaction’s category need review again. The earlier account choice was made against earlier evidence, so a corrected description, date, or amount should be considered before reusing it.
- Confirm that the source correction completed.
- Open the transaction’s current detail and compare the corrected evidence with the business purpose.
- Save a supported category through the available review and inspect any remaining accounting step.
A familiar merchant is not enough
A correction may reveal a refund, a different purchase, or another event that the old description obscured. Use the actual supporting record rather than automatically selecting the previous account.
If the corrected source changes the conditions used for a future rule, review that scope separately. A category decision on the current transaction should not be assumed to update every rule or later transaction. Likewise, a source correction does not by itself complete statement reconciliation. Check the current accounting state before applying further changes. If the record is protected, use the accounting correction workflow rather than trying to save a source-only choice around the hold. Finish with a category that reflects the corrected event and a clear trail from the original evidence to the reviewed result.
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