How can I 're-explain' a transaction for March 2026, now that Clearbooks has changed over to the new financial year

After more clicking around, I have answered my own question!

Click on the Bank Accounts > heading on the dashboard.

Click on the blue number under the 'Clearbooks' heading.

Then under 'Choose a month' at the top of the screen click on the drop down and select the month of the transaction you are looking to change.

Then click on the 'FIND' bottom below that field.

Further to my own reply above, am adding a further note about how to add statement transactions if you have inadvertently deleted something from a downloaded bank feed!

From the dashboard click on Bank Accounts >

Click on the bank account line for the relevant feed (you may have more than one), this displays options on the line below.

Select ‘Re-create statement’

At the bottom of the Recreate bank statement screen, fill in the date, description and amount to match your missing transaction from you bank statement feed.

Return to the dashboard - you should now see the transaction waiting to be explained.

Hopefully this helps some other people and saves some head scratching!!