Forum Discussion

IanJE's avatar
IanJE
Experienced Cover User
5 years ago
Solved

Unable to delete an automatic bank feed transaction

I connected to Bank Feeds for the first time and it imported transactions for the last five days - but the bank reconciliation was already up to date and those transactions have already been reconcil...
  • Theresa_D's avatar
    Theresa_D
    5 years ago

    Hi IanJE 

     

    Thanks for your post.  Those bank feed transactions cannot be deleted, however, they can be hidden from the window. The help article Hiding bank feed transactions can show how to do this. Since the transactions have already been reconciled there is nothing else needed besides hiding them. 

     

    I hope this helps, if this answers your inquiry please mark "Accept as Solution" so other users can find this solution easier. Let me know how it goes. 

Theresa_D's avatar
Theresa_D
Former Staff

Hi IanJE 

 

Thanks for your post.  Those bank feed transactions cannot be deleted, however, they can be hidden from the window. The help article Hiding bank feed transactions can show how to do this. Since the transactions have already been reconciled there is nothing else needed besides hiding them. 

 

I hope this helps, if this answers your inquiry please mark "Accept as Solution" so other users can find this solution easier. Let me know how it goes. 

sholt73's avatar
sholt73
Super User
5 years ago

bit late to the pary but hope this is might help others, a client of mine that had basically a hundred transactions to hide decided to create 2 Bank Rules (for withdrawals and deposits) to automatically allocate them all to a "suspense account" and then created a journal to reverse the entry so that the net outgoing and incoming is 0 for both accounts, that way the bank accounts still reconcile.

 

hope that gives others with larger transactions something to go by

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