A large category review initially displays a limited set of description groups, ordered with the largest first. Use Show 30 more groups to inspect additional groups before deciding that the visible list represents the whole selection.
- Read the displayed and total group counts near the bottom of the list.
- Choose Show 30 more groups to reveal the next set.
- Review each group’s account choice and excluded or held records before saving.
Small groups can contain significant exceptions
The largest groups may be familiar recurring charges, while a one-off payment sits farther down the list. Group size does not establish value, risk, or whether a treatment is straightforward.
You can use the description search to locate a known group quickly, but hidden groups with selected accounts can still be included in the save. Combine the search with explicit account choices and inclusion controls. If the selection is too broad to review reliably, close it and create smaller, well-defined sets from bank activity. The goal is to understand every account decision included in the action. Expanding the list changes what you can inspect; it does not create or merge transactions, and each record retains its own amount and source history.
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