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How can I manually delete a single transaction?
How can I manually delete a single transaction?
I’m puzzled
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Inappropriate?Raina - based on your follow-up email to this, I'm looking into the specifics of your duplicate transaction.
In general, we view the uploaded transactions as 'the truth', and if we allowed them to be edited or deleted you could very quickly go out of sync with the real bank data.
So if there are some duplicates we would rather fix FreeAgent to not let them arise in the first place (you could progressively undo uploads to remove the duplicates for the time being). -
Inappropriate?I also need the option to delete uploaded transactions. I understand 'the truth' concept but I'm *generally* smarter than the uploads or have already filled in the details, category, etc. Not to mention, if the transaction includes multiple checks or an order for widgets that needs to be rebilled to multiple projects, it's going to take even more time.
Some sort of matching -- even just a manual option -- is sorely needed. -
Inappropriate?Hi Jay
We have been discussing some improvements to the upload and explain process which we hope to work on in the near future. We're aware that there are some situations which our auto-guess system is a little too eager, and where customers would like a bit more control.
I'm still not quite sure why you would need to delete uploaded transactions though?3 Comments
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I wanted to delete transactions because I wanted an up-to-date balance in freeagent. The OFX downloads lag at least a couple of days behind reality (while transactions are "pending", they don't show up in the OFX but the money has been pulled from my account) and of course checks I send could get cashed at any point in the future. Additionally, as mentioned above, I was entering a lot of details and such into my manual transactions that I would then have to recreate upon downloading the same transactions from the bank.
What I need is a register that lets me quickly enter & modify transactions for any date so that I can maintain an accurate and current view of my accounts. As far as reconciling manual transactions with the OFX, that ought to be handled by a reconciling function and be separate from the "register". Anyway, the new Bills function is a great step in the right direction but last I checked, if I manually enter debits or credits for a future date, they are seen as additional transactions when uploading a statement. -
Is there some progress on the deleting transactions? I have some duplicates that need to be deleted as well.
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tomanizer
At the present time we'll have to remove any duplicates for you. could you drop me an email at olly at freeagentcentral dot com with the transaction id's? (you can see the ID in the address bar when you click to explain a transaction) -
Inappropriate?I have this problem too. I uploaded a statement with some dates overlapping with a previous upload, and the system did not recognise a duplicate. I know you would like a perfect system, but we need the ability to reverse the effect of imperfections till you get there!
I’m anxious
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Inappropriate?I added some 2006-2007 transactions initially to test out freeagent, but now need to delete them to balance my P&L for that year as I haven't inputted every transaction or invoice.
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