Kristine Mae
Moderator

Account management

Hello, everyone.

 

It seems like you're trying to delete a downloaded transaction. I will walk you through with the steps. 

 

First, you'll have to exclude them. Here's how:

  1. Click Banking, then go to Banking.
  2. Choose the bank account, then go to the For Review tab.
  3. Choose the transactions you want to exclude.
  4. Click Batch actions, then choose Excluded Selected.

Then, you can already delete them. Here's how:

  1. Go to the Excluded tab.
  2. Choose the transactions you want to delete.
  3. Click Batch actions, then choose Delete.
  4. You'll receive a message, "Are you sure? This transaction will not be recoverable.", click Yes.

Feel free to let us know if you have other concerns. Have a nice day!