This article explains how to delete a bank transaction from FreeAgent.
How to delete a single bank transaction
Deleting transactions from a bank feed or manual statement upload
To delete a transaction that has either been imported into FreeAgent via a bank feed or added via a manual statement upload, navigate to the ‘Banking’ tab at the top of the screen and select 'Bank Accounts' from the drop down menu.
Select the bank account which you would like to delete the transaction from.
Select the name of the transaction that you want to delete and then select ‘More Options’.
If there is an explanation associated with the transaction, select ‘Remove this Explanation’. Be aware that once an explanation has been removed, it cannot be recovered. This includes any attachments that you added to the explanation, including receipts.
When the explanation has been removed, you will be returned to the 'Banking' overview screen. Once again, click on the name of the transaction that you’d like to delete, and select ‘More Options’. Now select ‘Delete this Transaction’ to complete the process. Please bear in mind that deleted transactions cannot be recovered.
Deleting manually added transactions
To delete a bank transaction that you have added to FreeAgent manually, navigate to the ‘Banking’ tab at the top of the screen and select 'Bank Accounts' from the drop down menu.
Choose the relevant bank account from the list of accounts.
Select the name of the transaction that you want to delete and select ‘More Options’. Now choose ‘Delete this Entry’ to complete the process. Again, please note that deleted transactions cannot be recovered later.
How to delete multiple bank transactions
You can delete multiple ‘Money in’ transactions or multiple ‘Money out’ transactions at the same time - but you can’t delete a combination of the two.
To delete multiple transactions, navigate to the ‘Banking’ tab, select 'Bank Accounts' from the drop down menu and choose the relevant bank account from the list of accounts.
If any of the transactions you want to delete were either imported into FreeAgent via a bank feed or added via a manual statement upload, remove all the explanations associated with those transactions first. You won’t need to do this for any manually added bank transactions.
Next, check the boxes of all the transactions you’d like to delete and then select ‘Delete X Transactions’ in the ‘Delete multiple transactions’ panel on the right-hand side of the screen.
A pop-up will then appear, asking if you’re sure. Select ‘Delete Transactions’ to proceed. Bear in mind that once a transaction has been deleted, it cannot be recovered.
If you have a long list of transactions to delete, tick the first transaction, and you'll then see a box next to the word ‘Date’, beneath the time period filter - tick this and FreeAgent will select all the transactions listed on the page.
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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