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Inbanking if you have added a transaction and need to reverse it and match. how do you do this?

 
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Inbanking if you have added a transaction and need to reverse it and match. how do you do this?

Hello @elsamims,

 

You can reverse the reviewed transaction by clicking the Undo button directly from the Banking page.

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your bank account.
  3. Select Reviewed.
  4. Find the transaction you categorized incorrectly.
  5. On the ACTION column, select Undo.
  6. Click Yes.

I'm adding this article for more information about categorizing your transactions.

 

You can also read through this helpful article in case you wanted to start reconciling your bank account.

 

Reach out to me if you have any other questions. Thanks!

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