In the Books layout, click a bank transaction’s Ledger account cell to open the inline editor. A prefilled provisional account remains unconfirmed until you save the category.
- Open the Ledger account cell for the intended transaction.
- Wait for current ledger accounts and any saved choice to load.
- Choose the supported account, then select Save and check the updated row.
Read the saved-choice line
When a current category already exists, the editor identifies it as Saved category. Compare that stored choice with the account selected in the picker before deciding whether a change is needed.
Saving updates the category while ledger posting remains separate. If the row is pending or held for source review, the edit may be unavailable or show a reason. Resolve that condition instead of selecting an account around it. If the desired account is missing, establish a compatible account through the chart of accounts before returning. A prefilled suggestion is useful as a starting point, but confirm the transaction’s business purpose and evidence before saving. Inspect the accounting status separately when the task requires a recorded or posted result.
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