Start with the evidence
Compare the account label and an appropriately masked identifier with the review task. Avoid copying complete account details into public notes or broadly shared filenames.
Work through the example
Two example accounts are both called Operations but end in 1234 and 5678. The review needs the intended identifier, not simply the first file with the familiar label.
Make the next step clear
Keep the masked identifier in the handoff and retain the original securely within the authorized workflow. If the source belongs to another account, correct the selection before reviewing its entries.
Keep the source context
These guides describe how to organize a statement review. They do not request bank credentials or imply that a bank connection can initiate transfers. Keep original descriptions and account references appropriately protected while preserving enough context for authorized review.