Category suggestions lets you save account choices for bank source records without importing or posting entries. This is useful when you want a reviewer to resolve categories before the records enter Recorded books.
- Select the bank transactions and open Category suggestions.
- Choose an account for each appropriate description group, or use a consistent suggestion after reviewing it.
- Check the included rows and choose Save categories.
What the saved result means
A successful result says the category was saved and will be used when the transaction is imported into Recorded books. It does not report a completed accounting import or a posted journal.
Groups without a chosen account are left unchanged. Review the saved count and any group still needing a choice before closing. If a record is held, inspect its reason through the individual workflow. You can later open the source detail to see the saved category and supporting evidence. Treat future reuse as a separate decision: saving the account on this set of transactions does not automatically establish an unrestricted rule for every later payment from the same merchant. Review any offered future rule and its exact scope before saving it.
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