The inline Ledger account editor offers Matching charges when there is no unresolved local change or uncertain save. This opens the related bank activity review from the transaction you are inspecting.
- Open the transaction’s Ledger account cell and inspect its current saved choice.
- Save or discard any local account change before continuing.
- Choose Matching charges, then review the related records and their inclusion separately.
The group still needs its own review
A valid category for one transaction does not establish that every similar description has the same business purpose. Look for refunds, different products, and unusual amounts before applying a shared account.
If the Matching charges control is absent while a save is uncertain or stale, use Check saved category first. That resolves the individual record’s current state before starting a broader action. In the matching review, verify the included count and exclude exceptions explicitly. Search and display limits inside a group view do not necessarily restrict which selected groups are saved. After the group action, inspect per-record results. This sequence keeps the individual category decision clear while letting you review a genuinely recurring pattern without merging the underlying transactions.
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