Future suggestions in the bank transaction detail is tied to a current saved category. An automatic proposal alone is not the same as a deliberate saved choice from which to create the exact rule.
- Inspect the transaction’s purpose and proposed account.
- Use Edit category to save the supported account choice through the available review.
- Return to the transaction detail and preview Future suggestions if the control is available.
Resolve the current record first
A rule should be based on a decision you can explain for the current transaction. If the purpose is uncertain or the saved choice has a warning, investigate that evidence before reusing the account in future activity.
The rule preview checks current source conditions and access, so a saved category does not guarantee that rule creation is available in every state. Read any reason shown. Avoid changing a category solely to expose the rule control. If only this one payment needs an account choice, there is no requirement to create a future rule. Saving the current category can be a complete source-review decision while import, category application, and ledger posting remain separate steps governed by the transaction’s accounting workflow.
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