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How to delete a transaction from an account

  • Updated

To delete a transaction:

  • Go to 'Bank Transactions'
  • Select the transactions you'd like to delete using the checkboxes
  • Go to 'Actions'
  • Press 'Clear selected transactions' to remove any categorisation / attached documents.
  • Select the transactions again
  • Press 'Actions'
  • Press 'Delete selected transactions'

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Please note that a 'confirmed' transaction cannot be deleted; you should press the 'edit' button before attempting to delete it.

 

To delete a transaction using a mobile device:

  • Go to 'Bank Transactions'
  • Press 'edit' if the transaction is confirmed
  • Highlight the transaction by pressing and holding down the line you want to delete.
  • Press 'Actions'
  • Press 'Clear selected transactions' to remove any categorisation / attached documents.
  • Select the transactions again
  • Go to 'Actions'
  • Press 'Delete selected transactions'

 

Please also see: Why do my deleted transactions keep reappearing?

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