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How to undo an allocated bank transaction

Learn how to undo allocated bank transactions, correcting any errors effortlessly.

Updated over 7 months ago

You can undo an allocated bank transaction in a few quick steps;

Step 1 - Select the 'Account Transactions' tab

From the Bank Feeds dashboard select the account and the 'Reconcile Items' button. Then, from the reconcile page select 'Account Transactions' .

Step 2 - Find & Redo

Use the search bar to find a transaction. Once found, select the 'Redo all' button to undo the whole allocation.

The bank transaction will then return to the 'Reconcile' tab so it can be reconciled again.

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