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1davidleonemery
Level 1

I messed up my account by uploading my statement with duplicates..i need to reset and start over..

 
1 Comment 1
Adrian_A
Moderator

I messed up my account by uploading my statement with duplicates..i need to reset and start over..

You have me to help you reset your uploaded transactions, 1davidleonemery.

 

Let me guide you with these steps:

 

  1. In the Gear icon, select Bank accounts.
  2. Locate the bank name that you've imported.
  3. Click the trash icon to delete all the imported transactions.
  4. Enter DELETE to permanently delete the account.
  5. Click Delete.

 

SC 01.JPG

 

Afterward, you're good to connect your bank account again. 

 

Once done, you can now create a rule to categorize the transactions.

 

I'm just a post-away if you still need my help. Have a great day ahead!

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