A categorization run can report entries excluded from automatic suggestions. The explanation distinguishes zero-amount records, which do not need a category, from records whose bank information is incomplete.
- Read the excluded-entry explanation in the run details.
- Inspect the relevant bank records for amount, currency, and source information.
- For incomplete evidence, resolve or refresh the source details before expecting the entry to be reconsidered.
Not every exclusion is missing accounting work
An informational zero-amount bank record may correctly need no monetary ledger entry. Treating it as an uncategorized expense would create work without a corresponding payment.
A record with incomplete monetary evidence is different: the missing source fact may prevent a reliable suggestion. Compare it with the bank statement and connection state, then use the supported source review when corrected details arrive. Do not invent an amount, currency, or merchant to make the record eligible. The excluded count describes the run’s handling, not a command to force every entry into an account. Verify the current detail after correction, since a historical run can remain closed while newer evidence changes the transaction’s present eligibility.
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