A message that more context would help confirm a category means the available evidence is incomplete. The detail keeps your saved category and shows the reason the check could not fully confirm it.
- Read the rationale below the saved category.
- Find the specific missing fact, such as what was purchased or why the payment occurred.
- Use the supporting evidence to decide whether the saved account still fits, then edit the category if necessary.
A saved choice can limit clarification editing
When a category is already saved, the transaction’s clarification section can be read-only. Previously saved answers remain available for reference. Do not expect an editable reply box in every state.
Gathering context is still useful even when the clarification controls are protected. Check the accounting record and follow its available review workflow. Avoid adding vague notes such as business expense, because they do not distinguish a service purchase from a refund, a transfer, or equipment. A concise explanation of the actual purpose is more useful than repeating the merchant name. Confirm the current record’s state before taking another action so that a source-only choice is not confused with an applied ledger treatment.
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