I added an incorrect transaction in my previous reconciliation. How do I undo it?

If you have added an incorrect transaction during your previous reconciliation, you can undo the reconciliation. Here’s how:

Note: You can undo only the most recent reconciliation. If the reconciliation which you wish to edit is not the most recent one, then you will have to delete all the other reconciliations up to the one which you wish to undo.

  • Go to the Banking module on the left sidebar.
  • Select the bank account for which you want to undo the reconciliation.
  • Click the Gear icon in the top right corner of the page and select Reconcile Account from the dropdown.
  • In the page that follows, you will see a list of all the reconciliations made for the bank account.
  • Hover over the latest reconciliation, and click the dropdown in the right.
  • Click Undo Reconciliation, and in the pop-up that appears, click Proceed to confirm.

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