Re-importing transactions that have been deleted from an account with a bank feed

🚧 Work in Progress 🚧

Our Learn Centre is being updated to reflect our newly rebuilt bank feeds platform, Data Connections. The guide you're looking at may reflect these changes, or it may still need updating.

If the Bank Feeds page (Accounts > Bank Feeds) is not available on your PocketSmith Account, you will first need to migrate to the Data Connections bank feed platform.

If you've migrated to Data Connections, but you haven't been able to find the solution you're after, please get in touch with us!

By default, any transactions you delete from an account with a bank feed will not be re-imported the next time the feed syncs. However, you may want to change this setting for an account so that any deleted transactions can be re-imported.

Changing settings for deleted transactions

1
Go to the Account Summary page ( Accounts > Account Summary)
2
Navigate to the account you'd like to change the setting for and click MANAGE ACCOUNT

3
Click on Account preferences

4
If you would like to re-import deleted transactions from a specific date in the past, select the Bank feed start / import from date you would like your transactions re-imported from

5
Check or uncheck the option Don't re-import any feed transactions that I have deleted

If the option is checked, transactions you've deleted won't be reimported.
If the option is not checked, transactions you've deleted will be reimported.

6
Click Save
7
Click  Manage Account > Check for transactions

Note

If you have deleted any duplicate transactions from the bank feed then these will also probably be reimported with your deleted transactions

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