Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Bank activity and transaction review

Create a future suggestion after a consistent group save

Understand why a group review offers a rule only for a narrow shared pattern.

Updated 2026-11-11

After saving categories for a consistent description group, the review can offer Future suggestions. The offer is tied to a saved source choice and a single shared descriptor, rather than every group in a mixed selection.

  1. Save a supported category for the relevant group.
  2. If Future suggestions appears, choose Preview rule.
  3. Check the exact amount, account, currency, direction, and description before deciding whether to create it.

A group choice can be broader than one exact rule

Several purchases may legitimately share a category while having different amounts. The future rule preview still uses exact conditions from a source transaction. It does not automatically become a rule for every amount in the group.

When the offer is absent, inspect an individual saved transaction if you need to consider a future rule. Do not force unrelated groups into one shared category merely to expose the rule control. Saving the present group remains useful on its own and preserves every individual record. A future rule is a separate, explicit decision about recurring evidence. After creation, confirm its saved result and keep reviewing later exceptions whose source details or business purpose fall outside the exact pattern.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.