The Future suggestions rule created from bank activity proposes the saved category when its exact conditions match. It is a suggestion rule and does not mark transactions reviewed or independently establish ledger posting.
- Read the Future suggestions preview and confirm the proposed account.
- Check all matching conditions before creating the rule.
- When a later transaction receives the suggestion, inspect its accounting state and complete the normal review required for that record.
Reuse the decision within its scope
The rule can reduce repeated account selection for a genuinely recurring payment. It does not establish that every later transaction from the same vendor has the same purpose, especially when the source evidence changes.
A saved rule and an imported transaction are separate results. If you are checking whether an entry reached the ledger, inspect Recorded books and the journal status instead of relying on the rule’s existence. Likewise, a bank statement reconciliation requires its own evidence. Use the rule for the repetitive categorization task it describes, and keep exceptions in individual review. If the original category needs a second look, resolve that uncertainty before making it a future suggestion, since repetition would otherwise spread the unresolved choice.
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