Confirmed history identifies category evidence drawn from earlier confirmed activity. It can reduce repeated work, but the current transaction still needs to fit the earlier purpose and accounting context.
- Choose Confirmed history in the method filter.
- Open the transaction and read the category evidence.
- Compare the purchase or payment purpose with the account choice before saving or importing it.
Check the transaction, not only the counterparty
A vendor may provide both routine supplies and a one-time service. A customer may send a payment and later receive a refund. A shared name is useful evidence, but those situations do not necessarily belong in the same account or direction.
The transaction detail can say that an account was chosen for another transaction from the counterparty. Treat that as context for review. The earlier choice does not document what this payment bought. If the purpose differs, use the appropriate current category and record the context through the available review flow. Restore All methods when comparing the full set of transactions, because manually handled exceptions may not appear in a view limited to confirmed history. Keep supporting documents with the relevant accounting record.
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