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Undo Categorized Transactions under Bank Transactions

Undo a matched or categorized bank transaction in DoorLoop so you can re-match it or exclude it instead.

Written by Samuel

Overview

If you matched a transaction incorrectly in Bank Transactions, you can undo the categorization so you can either match it correctly or exclude it, depending on your needs.

Note: Importing transactions with Plaid is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

  1. To uncategorize and unmatch a transaction on the Bank Transactions page, click Accounting > Transactions on the main menu.

  2. On the Transactions page, click the Bank Transactions tab. On the Bank Transactions page, click the connected bank account you want to undo a categorized transaction on.

  3. Click the Filter button next to the search bar and filter by Status > Categorized.

  4. On the list of Categorized Transactions, find the transaction that needs to be uncategorized and click the Undo button on the right side of that transaction.

The transaction now reappears on the Pending categorization page so you can match it correctly or exclude it.

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