A description group can contain an exception, such as a refund among purchases or a different item bought from the same merchant. Expand the group and clear that transaction’s checkbox before saving a shared account choice.
- Open Details for the description group.
- Compare each transaction’s date, amount, account, and original description.
- Clear the checkbox for the exception and confirm the included count before saving the remaining records.
Exclusion affects this review
Removing the checkbox keeps that record out of the current action. It does not delete the bank source or settle its accounting treatment. Review the excluded record separately with evidence specific to its purpose.
Do this before processing starts, because selection controls become unavailable while work is active or after completed outcomes are present in the sheet. If you notice an exception after a category has already been saved, inspect the record’s current state and use its available edit workflow. Do not rely on a later checkbox change to reverse a completed save. A well-scoped group action has a reason that fits every included transaction, while exceptions remain visible as separate work with their own source history.
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