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Bank activity and transaction review

Discard an unsaved inline category change

Use the explicit discard control when the ledger account editor stays open.

Updated 2026-11-11

The inline Ledger account editor protects a changed account selection from accidental dismissal. Clicking outside or pressing Escape may leave the editor open while an unsaved change exists.

  1. Decide whether the selected account should be saved for the transaction.
  2. Choose Save when the evidence supports the change.
  3. Choose Discard when you want to close the editor without submitting the changed selection.

Discard affects the draft choice

The control resets the editor to its initial account selection and closes it. It does not reverse an account choice that was already confirmed by a completed save.

If no change is pending, the corresponding button is Close. If a save is uncertain, the editor instead asks you to check the saved category before changing it again; resolve that state rather than assuming Discard will undo a request already sent. This guard can also keep Matching charges unavailable until the local edit is settled. Finish the individual decision first, then open the broader matching review if needed. The useful outcome is an explicit saved change or an explicit abandoned draft, with no ambiguity about which account the source record currently retains.

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