The option you'll see depends on where the transaction came from.
Transactions from a bank connection or import can be excluded. You can exclude a transaction due to a bank error, because it will be included in a journal entry, or to fix an accidental transaction.
Manual transactions can be deleted. Deleting permanently removes the transaction from Ambrook and can't be undone.
How to exclude or delete a transaction
On Web:
Go to your Ledger
Click the three dots next to the transaction
Click Delete or Exclude
If excluding, select a reason
On Mobile App:
Go to your Ledger
Tap the transaction
Scroll to the bottom
Tap Delete Transaction or Exclude Transaction
If excluding, select a reason
How to undo an exclusion
Excluded transactions are hidden by default. You'll need to filter for them to undo them.
On Web:
Go to your Ledger
Open Filter → Status → Excluded Only
Click the three dots next to the transaction
Click Undo exclusion
On Mobile App:
Go to your Ledger
Open Filter → Status → Excluded Only
Tap the transaction
Scroll to the bottom
Tap Undo exclusion
You cannot exclude transactions that:
Have multiple line items. To exclude these transactions, remove the line items to exclude the whole transaction.
Any payments on invoices. Instead, unmatch these payments by clicking on the three dots on the right of the transaction and selecting "unmatch."
Any transaction tagged with a transfer. First untag the transaction, then exclude.
Manually recorded transactions. Instead, delete the transaction.
Internal transfers. Instead, delete the internal transfer.
Journal entries, which can be edited or deleted directly.
If you want to exclude a large number of transactions due to an issue with your bank account connections, please reach out to our support team at support@ambrook.com, and we can apply an account merge for you.