Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Bank activity and transaction review

Discard changes to a clarification reply

Restore the saved answer without submitting an unfinished edit.

Updated 2026-11-11

Discard reply changes removes your current unsaved edits and restores the saved response shown by the clarification state. Use it when you opened a reply for editing but decide not to submit the draft.

  1. Confirm that the text you want to discard is still an unsaved edit.
  2. Choose Discard reply changes when the control is available.
  3. Check that the answer field has returned to the stored response or to an empty field if no response exists.

Discarding is not deleting a saved answer

The control addresses draft changes. It does not undo an already confirmed save or remove the earlier answer from the transaction’s review context.

If a save is still uncertain, the discard control may be unavailable while the original request is being recovered. Use Check saved answer or Retry same reply first so you know which response exists. If the source or question changed, reload the current question and compare it with the draft before choosing whether to keep working. When the task is complete, close the transaction only after confirming whether your intended reply was saved or discarded. This prevents an unfinished explanation from being mistaken for context that categorization has actually received.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.