Find a description group helps locate a merchant or description inside a large category review. It narrows the groups displayed in the sheet, but it does not automatically remove other groups from the save.
- Use Search description or merchant to find the group you need.
- Review or change that group’s account choice.
- Clear the search and inspect the overall selected-account and included counts before saving.
Visibility and inclusion are separate
The sheet explains that saving includes all groups with a selected account, including groups outside the current view. A hidden group may therefore still receive its selected category.
If you intend to save only one group, explicitly leave the others without an account or exclude the records that should not participate. Do not use the search field as a substitute for selection. This distinction also applies when only the first portion of a large group list is displayed. Read the complete scope through the counters and group choices before submitting. After saving, inspect the recorded outcomes and unresolved-group count so you can identify what actually changed. Search is a navigation aid within the review, not an approval boundary for the action.
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