How to manage Cleared bank transactions

The Cleared status indicates that a bank transaction has come directly from your bank, either via a bank feed or from importing a bank statement. This status shows the transaction is on your bank statement and reflected in your bank balance. When you import transactions, we mark them as Cleared and ready to reconcile, speeding up the bank reconciliation process. You can’t manually add the Cleared status to a transaction.

Find Cleared transactions

1. From Banking, open the relevant bank account.
2. By default, you will be viewing the Activity tab.
3. Sort the Cleared column to find your cleared transactions.

Edit or delete Cleared transactions

Edit a cleared transaction

1. From Banking, open the relevant bank account.
2. From the Activity tab, select the transaction you want to edit.
3. Make the required changes and select Save.

You save the transaction and remove the Cleared status. You can't edit a transaction included in a completed reconciliation.

Delete a cleared transaction

1. From Banking, open the relevant bank account.
2. From the Activity tab, select the checkbox next to the transaction you want to delete.
3. On the toolbar, select the Delete icon and confirm.

You can’t delete a transaction included in a finished bank reconciliation.

Difference between Cleared and Reconciled status

A bank feed or imported statement provides cleared transactions, showing they are on your bank statement and ready for reconciliation. Verify transactions entered via Receipt or Payment options against your bank statement, as they remain uncleared.

A bank reconciliation includes reconciled transactions, confirming they match your bank account. Once reconciled, you have limited options for editing and deleting them.

Delete bank transactions