Delete bank transactions

You can delete most bank transactions, including cleared and reconciled transactions.

There are some exceptions:

• You can't delete bank transfers or deposits. Reverse the bank transfer or deposit.
• You can't delete transactions included in a draft or submitted VAT Return. Correct transactions included on a VAT Return.

When you delete a transaction, Sage Accounting removes it from your bank account and updates your balance. 

When you delete a reconciled transaction:

• It shows as Removed from reconciliation
• Sage Accounting updates the starting balance for your next reconciliation
• Sage Accounting doesn't change the reconciled balance

This behaviour keeps your reconciliation history accurate while reflecting the correction.

1. From the Banking dropdown menu, select Bank accounts.
2. Open the relevant bank account, and scroll to the Activity area.
   
   TIP:

   Select the Balance area of the bank account tile to open your bank account.

    
3. Adjust the date range if needed, and look for the relevant transaction.
4. Select the checkbox next to each transaction you want to delete.
5. Select the Delete icon from the toolbar.
6. Select Continue - delete this transaction to confirm.

• Delete duplicate transactions from a bank feed
• Customer refunds
• Supplier refunds