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.

Please note that if you have explained and added attachments to any transactions within the statement, the files will be deleted also.

You may wish to individually click into the transactions to save the attachments or you can export all of the attachments in your account in bulk.

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

Bank Accounts highlighted within the bank accounts drop-down menu

Choose the account you want to undo the upload for.

List of bank accounts

Select the 'More' button and then choose 'Undo last upload'.

Undo last upload option highlighted within More drop-down menu

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.

Delete these transactions button highlighted

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.

Did you find this article useful?