A future rule preview can be unavailable and display a reason. The control checks the current source and saved category, so availability depends on more than whether a category name is visible in the transaction list.
- Read the reason shown in Future suggestions.
- Resolve the identified source, category, or access issue through the relevant workflow.
- Choose Preview current conditions after the underlying condition has changed.
Keep the current category decision useful
A transaction can still have a valid saved category even when a future rule is unavailable. The absence of a rule does not require you to remove that choice or reimport the source record.
If the editor instead says the current source and saved category could not be checked, retry the preview after the read issue is resolved. That is different from a verified reason the rule cannot be created. Avoid repeated creation attempts without a valid preview. The exact rule depends on current evidence, including amount and description, and should only be created when its scope is both available and appropriate. When the payment is an unusual one-off event, leaving it as an individual saved choice may be the correct completed review.
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