The rule editor can stop confirmation when the source, saved category, or access changed after the preview. The earlier preview no longer represents a reliable basis for creating the rule.
- Read the changed-conditions message.
- Choose Preview current conditions to load the current source and saved category.
- Review the full set of conditions and account choice again before creating the rule.
Look for the material difference
The bank may have corrected a description or amount, another review may have changed the category, or your access may have changed. A familiar merchant name does not establish that the rest of the preview is still the same.
If the new category no longer fits the business purpose, correct the current transaction through the available review before trying to create a rule. If access no longer allows creation, use the normal company permissions process. Do not retry the outdated preview repeatedly or copy its old conditions into a broader rule to bypass the check. A fresh preview is useful because it turns the current evidence into a concrete decision you can verify. Confirm the saved result afterward, keeping rule creation separate from any import or ledger action on the source transaction.
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