Category suggestions offers One account for all groups as an optional shortcut. A group-specific choice takes priority over that shared selection, allowing exceptions within the same review.
- Review the description groups and decide whether a shared account fits most of them.
- Choose the optional shared account only when that scope is appropriate.
- Set the correct account separately for each exception, then check the final choices before saving.
Use the shortcut deliberately
A selection containing several vendors or payment purposes often needs more than one category. The shared account field is convenient, but it does not establish that every included transaction has the same accounting treatment.
Read the count of groups with and without selected accounts. Expand groups containing unusual amounts, refunds, or descriptions before applying the shared decision. If you cannot support one treatment for the whole group, leave it for later or exclude the exceptional rows and review them individually. Saving categories keeps each transaction separate and does not itself import or post entries. After completion, inspect the saved results rather than assuming the shared shortcut removed every unresolved account question in the original selection.
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