Preserve the original statement description.

A friendly label can help readability while the original wording remains essential for tracing the source.

01

Start with the evidence

Keep the raw description and add a separate explanation if your process allows it. Avoid overwriting reference fragments merely because they look untidy.

02

Work through the example

The source line says EXMP 0821 WEB and a reviewer believes it relates to Example Supplies. Record that interpretation alongside the source, with the evidence supporting the match.

03

Make the next step clear

Mark uncertain interpretations as questions and retain the original for later investigation. A cleaner description should not make an unconfirmed merchant identification look authoritative.

04

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.

01Keep the source02Check the context03Choose the next step

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