The transaction detail can warn that account suggestions differ for a counterparty. Institution may display a shared suggestion consistently while preserving each transaction’s proposal and your saved choices.
- Read the consistency notice in Category evidence.
- Inspect the individual transaction’s purpose, rationale, and saved account if present.
- Review the related group before deciding whether one account fits all included transactions.
Consistency is useful only when the purpose is shared
A supplier that sells several products can legitimately produce different accounting treatments. A consistent display should make the group easier to review, not erase that distinction. Look for refunds, unusual amounts, or descriptions that identify an exceptional purchase.
If the group review says Suggestions differ, choose the account that fits the selected records or leave the group for later. Exclude exceptions from a shared category decision and handle them separately. The preserved individual evidence matters when you revisit why a particular row differed. After saving, inspect the outcome for each included record rather than assuming a single group label confirms every transaction. Saving source categories also remains separate from importing or posting the entries into the books.
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