Bank activity and transaction review

Preview a future category rule from bank activity

Check every exact condition before saving a reusable suggestion.

Updated 2026-11-11

Understand what an exact future suggestion does

Keep category reuse separate from approval and ledger posting.

Updated 2026-11-11

Save the current category before making a rule

Understand why Future suggestions may be absent from an unreviewed bank proposal.

Updated 2026-11-11

Recover an unconfirmed future rule save

Retry the same rule request to recover its result before creating another.

Updated 2026-11-11

Refresh a future rule after its source changes

Use a new preview when the saved category, source, or access is no longer current.

Updated 2026-11-11

Handle an exact future rule that already exists

Inspect the existing rule instead of creating another copy with identical conditions.

Updated 2026-11-11

Read an unavailable future rule preview

Use the stated reason before attempting another rule preview.

Updated 2026-11-11

Create a future suggestion after a consistent group save

Understand why a group review offers a rule only for a narrow shared pattern.

Updated 2026-11-11

Answer a question about a bank transaction

Give the missing business fact that helps refine a category suggestion.

Updated 2026-11-11

Write a concise clarification reply

Keep the answer within the field limit while preserving the facts needed for review.

Updated 2026-11-11

Understand what saving a clarification completes

Check the resulting category separately after adding transaction context.

Updated 2026-11-11

Understand a read-only clarification section

Read saved answers when the transaction cannot accept a new reply.

Updated 2026-11-11

Reload a changed transaction question

Recheck the current source before saving a reply written for an earlier question.

Updated 2026-11-11

Recover an unconfirmed clarification save

Use the same reply request when the save outcome is uncertain.

Updated 2026-11-11

Check whether a clarification reply was stored

Use the saved-answer check to distinguish a confirmed reply from a retained draft.

Updated 2026-11-11

Discard changes to a clarification reply

Restore the saved answer without submitting an unfinished edit.

Updated 2026-11-11

Leave a bank detail with an unsaved reply

Understand the discard prompt when closing a transaction during clarification work.

Updated 2026-11-11

Use the clarification saved time

Confirm when the stored answer was recorded without confusing it with categorization completion.

Updated 2026-11-11

Clarify a charge described by a payment processor

Identify the underlying purchase when the bank text names an intermediary.

Updated 2026-11-11

Clarify whether incoming money is a refund

Use the original payment evidence to explain an incoming credit.

Updated 2026-11-11

Match bank evidence to an existing accounting transaction

Link a bank source when the accounting transaction is already recorded.

Updated 2026-11-11

Investigate an empty exact-match list

Check source and accounting facts before importing or changing a record.

Updated 2026-11-11

Choose between several exact accounting candidates

Use supporting context when more than one recorded transaction matches the bank facts.

Updated 2026-11-11

Browse additional accounting match candidates

Use the match-page controls without losing track of the transaction being linked.

Updated 2026-11-11

Write a useful bank source review note

Explain the evidence behind a match, correction, removal, or restoration.

Updated 2026-11-11

Recover an unconfirmed bank source review

Retry the same reviewed action when its saved result cannot be confirmed.

Updated 2026-11-11

Refresh a bank match after the source changes

Close an outdated review before choosing a candidate against newer bank evidence.

Updated 2026-11-11

Handle a date difference during bank matching

Investigate why a bank date and an existing accounting date do not agree.

Updated 2026-11-11

Investigate an amount or currency mismatch

Keep fees and currency differences out of an approximate exact match.

Updated 2026-11-11

Avoid matching a payment from the wrong account

Use source account and direction to distinguish otherwise similar transactions.

Updated 2026-11-11