Forum Discussion

Hawks's avatar
2 years ago

Bank feeds - old transactions appearing

I have a situation where some old 2021 transactions that have been reconciled are appearing back in the bank feeds to be allocated.

How can I get rid of these as they are previous financial year transactions entered and reconciled.

Thanks

  • SamaraM's avatar
    SamaraM
    Former Staff

    Hi Hawks 


    Welcome to the Community Forum.

     

    To clear those old transactions you would first need to undo the recent reconciliation, then keep undoing until you get the reconciliation that covers those transactions, and then re-reconcile that one, then reconcile doing the same for each month going forward again, until you're back to the current date.


    I have attached our Help Article with detailed steps on this: Fixing out of balance bank reconciliations, which may help. 


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.