How to undo a bank statement upload if you discover you've put the wrong transactions into FreeAgent.
That sinking feeling strikes.... You realise you've uploaded the wrong bank statement into FreeAgent. Don't worry you don't have to delete all the transactions individually. There's a quick way to remove the last statement you uploaded.
How to undo a bank statement upload
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 (they're under the graph).
Select the 'More' button and then choose 'Undo Last Upload'.
FreeAgent will show you which transactions this will delete.
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 inaccurate statement. FreeAgent will undo the uploads in reverse order, taking out the statement you uploaded most recently first, and then going backwards from there.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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