Skip to main content

How to remove imported CSV bank transactions

Learn how to remove imported CSV bank transactions in TaxTank, delete bulk entries, and fix mistakes by removing files and linked allocations easily.

Updated today

Imported the wrong file or need to tidy things up? You can remove CSV-imported bank transactions in just a few clicks.

How to remove CSV bank transactions (Bank Feeds)

  1. Go to Bank Feeds and select your bank account

  2. Open the Reconcile tab

  3. Click the Import History icon

You’ll see a list of all imported files, including:

  • File name

  • Import date

  • Number of transactions

  1. Find the file you want to remove

  2. Click the Delete icon

Once deleted, TaxTank will remove:

  • All transactions from that file

  • Any allocations linked to those transactions

Did this answer your question?