How to undo a bank statement upload

This article explains how to undo a bank statement upload if you discover you've put the wrong transactions into FreeAgent.

If you accidentally upload the wrong bank statement, you don't have to delete all the transactions individually. There's a quick way to remove all the transactions from the last statement you uploaded.

Navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop-down menu.

Choose the account you want to undo the upload for.

Select the 'More' button and then choose 'Undo Last Upload'.

FreeAgent will show you which transactions will be deleted.

Decide whether you want to delete all these transactions. If you do, select the 'Delete these transactions' button. If you don't, choose 'Cancel'.

You can repeat this process if you've uploaded more than one incorrect statement. FreeAgent will undo the uploads in reverse order, taking out the statement you uploaded most recently first, and then going backwards from there.