Description groups organize similar bank records for category review. They do not merge the records into one transaction. Each included item keeps its own amount, source version, and audit trail.
- Expand a group to see its individual transactions.
- Check the dates, amounts, source account, and original descriptions.
- Choose a shared account only when that treatment fits every included member.
A group is not a duplicate verdict
Recurring payments can share a description and amount while representing separate legitimate events. Grouping them makes review easier but does not establish that one should be removed or that only one accounting record is needed.
If you suspect a duplicate, investigate the specific source and accounting records through the relevant matching or import review. Do not exclude all but one row merely because the descriptions match. Equally, a shared description does not prove identical purpose; a vendor can supply different products or issue a refund. Use individual exclusions where needed. After a grouped save, check per-record outcomes because some members may be held or fail while others complete. The group is a convenient review structure, and the individual transaction remains the unit of evidence and accounting history.
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