Choose Manual in Categorization method to focus on bank activity associated with manual category choices. This view is useful when reviewing deliberate exceptions to automatic suggestions or checking decisions made during a cleanup.
- Set the relevant account and dates, then choose Manual.
- Inspect each transaction’s saved category and source evidence.
- Check whether the selected ledger account reflects the documented business purpose.
Manual does not mean posted
A saved category can be ready for use during import while the bank record still awaits an accounting import. Inspect Book status and the recorded entry where available before concluding that the accounting work is complete.
If a saved category warning appears, read its rationale. Institution can preserve the manual choice while indicating that more context or a second look would help. That warning is a reason to review the evidence, not proof that the choice was erased. When checking a vendor’s history, switch back to All methods as well; other transactions may have been handled through a rule or an automatic proposal. Avoid treating a mixed set of methods as inconsistent without first comparing the underlying purpose and transaction state.
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