Learn how to:
- Delete imported bank transactions that are unreconciled.
- Delete imported bank transactions that have been reconciled.
Delete imported bank transactions that are unreconciled
To delete imported bank transactions (transactions auto-downloaded in your bank feed or manually imported) do the following:
- Click
- Click the
- Check the
- Click the icon (6 above).
Delete imported bank transactions that have been reconciled
Imported transactions that have previously been reconciled with Flare bank account transactions must be unmatched before they can be deleted.
To delete a previously reconciled transaction, do the following:
- Click
- Click the
- Click the filter search icon, select the Status tab, check Reconciled and click Apply (5-8 below). Find the reconciled transaction you wish to delete from Bank transactions.
- Click Unmatch (9 below). The transaction is now unreconciled.
- Click the Filter's Status tab and check the Unreconciled checkbox and click
Find the unreconciled transaction.
(10 below). - Check the checkbox beside it and click the delete icon (11 and 12 below).
Learn more about bank reconciliation and reversing bank reconciliation actions.
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