Future suggestions can build an exact rule from a transaction’s saved category and current source. Preview the rule before creating it so you can see the account choice and every condition that future activity must match.
- Open a bank transaction with a current saved category and choose Preview rule where available.
- Read the proposed category, Exact description, Bank account, Currency, Direction, and Exact amount.
- Choose Create rule only when that complete scope fits the intended future treatment.
All listed conditions matter
A later payment from the same merchant may not match if its amount, source account, direction, currency, or description differs. That narrower behavior helps keep one supported decision from becoming an overly broad merchant rule.
Check any additional Transaction source condition shown in the preview. Do not assume a rule covers every import route or every company account. If the transaction is a one-off exception, saving its category alone may be sufficient. The rule preview uses current saved evidence, so revisit the category first when it does not reflect the payment’s purpose. After creation, confirm the saved result and use Manage accounting rules when you need to inspect the rule later.
Was this article helpful?
Tell us whether this answered the question you came with.