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How to Delete a Bank Reconciliation

Sometimes you may need to make changes to a reconciliation you've already completed. In these cases, you'll need to delete the old reconciliation before creating a new one.

Sydney Lucas avatar
Written by Sydney Lucas
Updated today

When to Delete a Reconciliation

A common reason to delete a reconciliation is when you need to split a previously reconciled transaction into different expense categories. After splitting the transaction (via Transactions), you must re-reconcile it—which requires deleting your old reconciliation first.

Steps to Delete a Bank Reconciliation

  1. Navigate to the Bank Reconciliation page using either path:

    • Transactions → Actions → Bank Reconciliation, or

    • Reports → Bank Reconciliation

  2. Locate the reconciliation you need to delete. You can use the search bar or filters to find it.

  3. Click Actions → Delete.

Once you've deleted the reconciliation, you can proceed with creating a new one.

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