Tag
Undo
- Undo an importRemove every transaction from an import that went wrong. Your AI previews the batch first, and removed transactions can be restored for 30 days.
- Correct a manual entry's amount or dateAsk your AI to fix the amount, date or currency of a transaction you added or imported. It stays the same transaction, corrected in place.
- Delete a transaction and restore it within 30 daysAsk your AI to delete a transaction you don't want. It leaves every balance and report at once, and you can bring it back for 30 days.
- Why your AI shows a preview before savingBulk edits, rule runs, imports, backup restores and feedback reports are previewed first. Here's how the preview and the 15-minute confirmation work.
- Balance looks wrong after an importAn account's balance doubled, moved the wrong way or is off by a fixed amount after an import. Here are the usual causes and how your AI fixes each one.
- Undo a wrong transfer matchTwo transactions were linked as a transfer by mistake. Ask your AI to unlink them, then fix the category so each side counts the way it should.