Deleting bank details

Question asked by Lee Gorringe 2 months ago

I created my account and added my bank feed before realising it I did not want to use it as most transactions are personal ones. I've removed the feed but in Trial balance screen I can still see debit from my account. How do I remove this? I see in other posts it has been recommend to reset he account, however I do not wich to do this as I've already spent a lot of time entering income and expenses and submitted MTD updates.

Write reply1

1 Reply

Hi Lee,

In this case, if you click on the balance on the Trial Balance, then enter the To and From dates. You should be able to review the transactions there. If you need to delete them, click on the amount, click the ID, then click Delete.

Tommy

Best answer
2 months ago

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are

Apps

Company

Social