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July 30, 2024
Question

I’ve excluded some transactions how do I reverse this?

  • July 30, 2024
  • 1 reply
  • 2 views
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1 reply

July 30, 2024

Worry no more, blessingm970.

 

You can undo the excluded transactions. I'll be glad to show you how.

 

  1. Go to the Transactions menu.
  2. Click the Bank transactions and hover over to the Excluded tab.
  3. Locate the specific transactions and click Undo.

 

 

After you click the Undo option, the transaction will return to the For review tab.

 

Once you've categorised and matched your transactions, you can reconcile your account.

 

Let me know if you have further questions about banking concerns, I'm always here to help.