When the bank removes a transaction, an eligible unreviewed import can offer Exclude removed import. This excludes the imported record while retaining it and the review history, rather than silently erasing the original evidence.
- Open Review bank correction for the removed source.
- Read the removal explanation and confirm that the action applies to the intended unreviewed import.
- Add a Review note explaining the bank evidence, then choose Exclude removed import.
A bank removal needs a specific review
Do not treat every missing search result as a bank removal. Confirm the actual source state in the review before excluding a record. Filters or a failed refresh can also make a transaction appear absent from a list.
If the import has progressed into protected accounting, the sheet can direct you to the accounting correction workflow instead. Follow that route so any ledger consequences are handled appropriately. After exclusion, inspect the result and any related replacement or restored bank source separately. A removed authorization and a later posted charge can be different source events. Preserve the explanation linking the evidence to the action, and avoid deleting supporting records merely to make the account’s transaction list look shorter.
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