You can exclude a transaction due to bank error, because it will be included in a journal entry, or to fix an accidental transaction. Note that you can only exclude any transactions that were synced from a connected bank or created manually, or through our import tool.
To exclude a transaction:
Find the transaction on your Ledger or click into the transaction details
Click the three-dot options menu and select "Exclude"
Select the reason you would like to exclude the transaction
Click "Exclude" transaction to remove it from your Ledger, all financial statement, and analytics
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 and remove the invoice.
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 review transactions you have excluded you can find them by going to the Filter and filtering by "Status"