Forum Discussion

MELD's avatar
MELD
Experienced Cover User
1 month ago

How can I delete old bank transactions not required.. I now can't reconcile

I can't reconcile May 2026 until I allocate old unused auto fed bank transactions from years gone by.  There is no delete or hide button.   I manually entered these few transactions and reconciled an...
EFI's avatar
EFI
Member
1 month ago

Yes - can no longer reconcile due to historic transactions, which is frustrating. Why can we not just override this like we did in the past (everything for the month I am reconciling matches)? I also cannot see how to opt out of smart reconciliation? I do not have "smart reconciliation" at the top of the screen, only the ellipsis with another menu for bank stuff?

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home