When saved categories could not be loaded, Institution asks you to refresh before editing. The bank transactions can still be visible, but the current account choices are not fully verified in that view.
- Read the category-load notice and pause the intended category edit.
- Refresh bank activity or retry the review details.
- Check that the saved choice and current source state have loaded before making a replacement decision.
Do not interpret missing display data as an empty choice
A category that failed to load may already exist. Saving a new account based only on an incomplete view can overwrite a decision you have not yet inspected.
This notice differs from a transaction that truly has no category. Once the current choices load, use Needs category for unresolved records and inspect saved choices in their details. A separate suggested-category load error can also leave bank transactions available; identify which information failed before retrying the task. If the issue continues, provide the company, affected source account, and exact visible message to support without including credentials. A fresh verified view is the appropriate starting point for editing, importing with saved categories, or deciding that further classification is required.
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