Delete a bank statement entry

I have transfered money from my main account to my savings account. Explaining this transaction in my savings account has now created a debit in my main account BUT there was already an explanation for this from a previous statement upload ... the result is that my balance is now incorrect. I need to manually remove the transaction to put things right.

I’m frustrated

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Ed Molyneux, Official Rep, replied on July 17, 2008 09:50

Hmmm. When you uploaded your savings account it should have matched up that end of the transaction with the existing entry that was created when you originally explained the main account transfer.

Could you email me the dates of the transactions and entries and I'll try to work out what went wrong?

To workround in the meantime, you should delete the manual debit from the main account (manual entries are marked with a pencil icon) and any explanations for each end of the transfer. Then when you explain the transfer from scratch FreeAgent should correctly create the other end of it, and also attach it to the appropriate transaction.

Do let me know how you get on, and we're sorry to have frustrated you.

I’m sad

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Lee Probert commented on July 17, 2008 10:05

Hi there ... I deleted the manual entry and then I was able to explain the debit from my main account as an account transfer ... this option wasn't there before ... hence, the duplication. I assume the system hadn't registered the account yet as I'd only just added it.