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Aug 11, 2019 1:33 PM UTC
Question

Is there a way of unmatching a bank transaction that has been manually matched? Thank you

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1 reply

Aug 11, 2019 2:23 PM UTC

Hi Boycea1,

 

Yes, there's a way to undo the matched transaction from the Banking page. Please check out these steps:

  1. Go to the Banking page.
  2. Click on the Reviewed tab.
  3. Click on the Undo link for this transaction. 

Once done, it'll be back to the For Review tab.  

 

In case you need to match it again, click on the Match/Add button. You can also follow this reference on how to categorize bank transactions: Match and categorize your downloaded bank transactions.

 
We are here to help you if you need anything else.