Choose Leave this group for later when you cannot support an account choice for a description group. Groups without a selected account remain unchanged while other eligible groups can be saved.
- Open Category suggestions and find the unresolved group.
- Choose Leave this group for later in that group’s Ledger account selector.
- Confirm the groups that do have accounts, then save those supported choices.
Keep the unresolved question specific
A useful reason to defer might be a missing receipt, a payment whose purpose is unclear, or a group containing purchases with different treatments. Identify the missing evidence so the next review has a clear task.
If you also selected One account for all groups, check the displayed choice on the deferred group carefully. The final group-specific selection controls the exception. Review the footer’s count of groups still needing a category after saving. Leaving a group for later does not delete its bank records or remove it from the company permanently. It simply avoids applying an unsupported choice in this action. Return to the relevant bank activity with the missing evidence and finish the group or individual review when the purpose is known.
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