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November 13, 2019
Question

If i stupidly imported csv of my bank translations file without checking all the fields properly is there away off removing all the bad data at once

  • November 13, 2019
  • 1 reply
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1 reply

Kristine Mae
November 13, 2019

Yes, you can remove the bank transactions, Mtfix. I'll guide you with the steps.

 

First, we'll have to exclude them, so you can permanently delete the transactions. Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Go to the For Review tab.
  3. Select the transactions to be removed.
  4. Click Batch actions, then click Excluded Selected.

Then, we can now permanently remove these transactions. Here's how:

  1. On the Banking page, go to the Excluded tab.
  2. Select the transactions to be deleted.
  3. Click Batch actions, then click Delete.
  4. Select Yes to confirm.

Once done, you can continue with assigning, categorising, editing, and adding the bank transactions

 

We're here to lend a hand if you have other banking concerns.