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Bank activity and transaction review

Confirm a bank source restored to its original details

Clear a source hold when the restored evidence still agrees with the existing transaction.

Updated 2026-11-11

Confirm bank restoration appears when the bank restored the original source data and the existing transaction still agrees with it. The action clears the source hold and records your note while keeping transaction amounts, categories, and journals unchanged.

  1. Open the affected source review.
  2. Read the restoration explanation and compare the restored bank details with the existing transaction.
  3. Enter a Review note and choose Confirm bank restoration if the evidence supports it.

Restoration is different from applying a new amount

The action acknowledges that the original evidence is valid again. It does not overwrite the transaction with a newly corrected amount or create another journal to compensate for a temporary source change.

If the current transaction no longer agrees with the restored source, follow the available correction or accounting review instead. Do not assume restoration is appropriate simply because a merchant name returned. The review checks current versions, and a further source change requires a refreshed review. After confirmation, inspect the resolved source state and keep the note specific enough to explain why the hold was cleared. Any separate reconciliation or accounting task remains governed by its own current evidence and status.

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