Delete expenses, deposits, and transfers

You may need to delete an expense, deposit, or transfer if, for example, you have duplicated the transaction.

Note: When you delete a deposit that includes customer payments, those payments will again be available for deposit.

  1. In the Banking screen, click the expense, deposit, or transfer that you want to delete.
  2. Click Delete Transaction at the bottom of the screen.
  3. At the prompt, click Yes.

Tap the expense, deposit, or transfer you want to delete > Delete.

Note: When using a tablet or an iPad, tap the Edit button for the transaction > Delete.


Tap the expense, deposit, or transfer you want to delete > > Delete.

The availability of some or all of these features depends on your OnBalance bundle.


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