Find similar opens a review of related bank activity from a row. It is useful when several recurring descriptions may share a category, but the group still needs inspection before you save choices or import records.
- Locate a representative transaction and choose Find similar.
- Review the matching descriptions, accounts, amounts, and dates presented.
- Include only the records whose business purpose supports the account choice you intend to make.
Similarity is not identity
Two transactions from the same merchant can be separate legitimate purchases. A recurring description can also include a refund or a purchase for another purpose. Do not treat a similar-charge group as a duplicate detector or as proof that every row belongs in one category.
If the matching set is too broad, narrow the bank activity filters or review individual rows. Read the review sheet’s selected count before saving. A group action should have a clear reason that applies to each included record. When only one transaction is exceptional, keep it outside the shared decision and handle it separately. After the action completes, check its result and any remaining rows that were skipped or held for review.
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