The Rule option in Categorization method helps you locate activity categorized through a saved rule. Use it when checking whether recurring transactions still fit the purpose for which the rule was created.
- Choose Rule in the method menu.
- Open a representative transaction and compare its account, direction, description, and business purpose with the saved choice.
- Review any exception individually before reusing the account treatment.
A repeated payee can still have an exception
A rule is useful when its scope matches the current evidence. A familiar vendor might later issue a refund, sell a different product, or receive a payment for another purpose. The method label should prompt you to verify the scope rather than skip the record.
Use All methods to find related transactions that were handled manually or through another source of evidence. Their different method does not by itself mean a mistake occurred. If you need to reuse a saved category in the future, inspect the exact future rule controls and their stated scope. Changing one transaction’s category is a separate decision from saving a rule for later transactions, so review both outcomes explicitly.
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