How do I delete a matched or categorized transaction?

Bank statements that are matched or categorized cannot be deleted by default. However, you can unmatch or uncategorize the transactions and delete them.

To unmatch a transaction:

  • Go to the Banking module.
  • Navigate to the All Transactions tab and select the Matched Transactions filter from the dropdown. 
  • Select a bank transaction.
  • Click Unmatch.

Once you unmatch a transaction, the status of the transaction changes from Matched to Manually Added.


To uncategorize a transaction:

  • Go to the Banking module.
  • Navigate to the All Transactions tab and select the Categorized Transactions filter. 
  • Select a bank transaction.
  • Click Uncategorize.

Once you’ve unmatched or uncategorized a matched transaction, you will be able to delete the bank statement.

To delete the transaction:

  • Go to the Banking module.
  • Select the transaction you have matched or categorized.
  • Click the Trash icon.
  • Confirm your action in the dialog box that follows to delete your transaction.
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