Imported the wrong file or need to tidy things up? You can remove CSV-imported bank transactions in just a few clicks.
Before You Remove an Import
If any of the imported transactions have been allocated, you must first remove those allocations before deleting the import.
To do this:
Go to the Account Transactions tab for the account.
Locate any allocated transactions from the import.
Bulk Select all transactions and click Redo-All to send the transactions back to the Reconcile Tab.
Once all allocations have been removed, you can delete the imported file.
If allocations remain, the matching transactions in other accounts may stay linked, which can cause reconciliation issues if you re-import the file later.
How to Remove CSV Bank Transactions (Bank Feeds)
Go to Bank Feeds and select your bank account.
Open the Reconcile tab.
Click the Import History (rewind clock) icon.
You'll see a list of all imported files, including:
File name
Import date
Number of transactions
Find the file you want to remove.
Click the Delete icon.
Once deleted, TaxTank will remove:
All transactions from that import file
Any allocations linked to those transactions that were removed during the deletion process
If you plan to re-import the file, make sure all allocations have been removed first to avoid reconciliation issues with transfer transactions.
