This feature is available on both desktop and mobile devices.

Unreconcile a Transaction

Step 1: Log in to your account.

Step 2: Go to bank feeds.

Step 3: Select the relevant account.

Step 4: Locate the reconciled transaction you want to unreconcile.

Step 5: Click on the 3 dots beside the greyed-out button that reads reconciled.

Step 6: Select "Unreconcile".

Step 7: You will get a pop-up that asks if you want to delete the corresponding expense.

Step 8: Select yes if you do and this will erase the income or expense from the location it was reconciled against.

The expense will now show up in your bank feed ready to be reconciled.

Ignore a Transaction

Not every transaction is a deductible expense or a related income that needs to be tracked for your end-of-year taxes.

For those transactions in your account that are not relevant to your rental property and you don’t want to track you can ignore them to remove them from your feed.

Step 1: Log in to your account.

Step 2: Go to bank feeds.

Step 3: Select the relevant account.

Step 4: Click on the 3 little dots next to the unreconciled transaction.

Step 5: Select Ignore.

Step 6: The transaction will be removed from your feed and you will no longer be able to reconcile it.

Note: You can undo this at any time.

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