Money Pro allows users to delete transactions when necessary, such as removing personal transactions mistakenly imported from a linked bank account or fixing incorrectly uploaded manual transactions. Deleted transactions are not permanently erased; instead, they are moved to the Archived section, where they can be restored if needed.
When to Delete Transactions
Removing Personal Transactions – If you have linked a personal bank account and wish to remove personal transactions that were mistakenly categorized as business transactions.
Fixing Incorrect Imports – If transactions were imported incorrectly, you may need to delete and re-import them properly.
Handling Bank Transfers – Bank transfers cannot be bulk deleted due to their dual-sided nature. If deleting a transfer, ensure that the corresponding transaction in the linked account is re-categorized correctly.
Managing Tax Payments – Deleting tax payments affects your expected tax liability. Review transactions carefully before deleting them.
How to Delete Transactions
Deleting Individual Transactions
Navigate to the Transaction Dashboard.
Locate the transaction you want to delete.
Click on the transaction and select Delete.
Confirm the deletion.
Bulk Deleting Transactions
Filter Transactions
Use filters to isolate transactions by account, date range, or category.
Select Transactions
Click Bulk Select to choose multiple transactions.
Transactions categorized as bank transfers cannot be bulk deleted.
Delete Transactions
Click the Trash Can icon to remove selected transactions.
Transactions will move to the Archived section.
Special Considerations for Deleting Transactions
Bank Transfers: Deleting a bank transfer from one account creates an orphaned transaction in the other account. To resolve this, reclassify the orphaned transaction as a Member’s Capital (for business-to-personal transfers) or Member’s Draw (for personal-to-business transfers).
Expense Refunds: Some transactions, like refunds, may not allow bulk deletion and need to be deleted individually.
Tax Payments: If you delete a tax payment, your tax liability calculations will adjust accordingly.
Restoring Deleted Transactions
Navigate to the Transaction Dashboard.
Click the Type Filter and select Archived.
Find the transaction you want to restore.
Click on the transaction and select Restore.
Confirm the restoration.
Bulk Restoring Transactions: Select multiple transactions in the Archived section and use the bulk restore option to bring them back.
Additional Notes
Rules cannot be used to automatically delete transactions – all deletions must be done manually.
Archived transactions remain accessible and can be retrieved anytime from the Transaction Dashboard.
If you need assistance, reach out to support for additional guidance.
By following these steps, you can efficiently manage, delete, and restore transactions in Money Pro, ensuring accurate financial tracking for your business.