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How to edit/delete existing bank/reconciliation rules in Expense Tracker?

12 October 2021

Photo by George Milton from Pexels

If you have existing reconciliation rules in place, you can easily edit them or delete them. Here's how:

Step 1

Go to the Unreconciled Transactions page.

Step 2

In the top right corner, click on three vertical dots and select "Edit reconciliation rules."

Image Description

Step 3

On the next page, you'll be able to edit rules by changing text and/or allocated category. You can also delete the rule by clicking on the bin icon.

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