Forum Discussion

SuziB01's avatar
4 months ago

Deleting old bank feeds

Hi,

 

So I hit the "Get Bank Transaction" button which has now pulled in 9 transactions from 2021. These transcations are OLD and have previously been reconciled years ago. I would like to delete these from my bank feeds, could someone please shed some light on how to do this?

 

Many Thanks!

  • Hi SuziB01,

     

    Thank you for your post, and welcome to the Community Forum!

     

    You have two options for managing these old transactions. You can either hide them from your bank feeds or request our team to delete them. However, please keep in mind that our team can only delete entire transactions within a specified date range.

     

    For immediate assistance, please reach out to our virtual assistance, MOCA, on our website or submit a support request via My Account.

     

    Feel free to create a new post again if you need help.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

1 Reply

  • Hi SuziB01,

     

    Thank you for your post, and welcome to the Community Forum!

     

    You have two options for managing these old transactions. You can either hide them from your bank feeds or request our team to delete them. However, please keep in mind that our team can only delete entire transactions within a specified date range.

     

    For immediate assistance, please reach out to our virtual assistance, MOCA, on our website or submit a support request via My Account.

     

    Feel free to create a new post again if you need help.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess