Why transactions were grouped together
Each candidate shows the estimated frequency, amount range, cleaned description, and number of matching transactions. These fields show why the records were grouped.
Recurring payment or coincidence
The same amount or description can appear on unrelated purchases. Merchant, wallet, category, and dates help distinguish a recurring bill from a coincidence.
Create a schedule
Before creating the schedule, check the wallet, category, amount, frequency, next date, and automatic-creation setting. These values can differ from the detected examples.
Candidates that will not repeat
Reject a candidate when the similar transactions are a coincidence. The original transactions stay in history without a new schedule.