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Bank activity and transaction review

Understand a read-only clarification section

Read saved answers when the transaction cannot accept a new reply.

Updated 2026-11-11

Clarification replies are not editable in every transaction state. The section can be read-only when a category is already saved, the bank source is protected from changes, or current access does not allow a reply.

  1. Read the reason displayed under Question about this transaction.
  2. Review Your saved answer when one is available.
  3. Use the transaction’s current category or accounting review workflow for the next supported action.

A saved reply remains useful evidence

Read-only status does not mean the earlier answer disappeared. It can remain visible as context for the decision already made. Check the transaction state before treating the absent input box as a loading error.

If you had an unsaved draft when the record became protected, the section can show that draft and explain that it was not submitted. Do not mistake the displayed draft for a confirmed saved answer. If a previous save is uncertain, use Check saved answer when offered to recover the result. Avoid creating another transaction merely to obtain an editable clarification field. The protected state exists on the current record, and the appropriate next step should preserve its source and accounting history.

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