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How to Delete a Transaction in Sumung

A manually entered transaction (Deposit, Withdrawal, or Transfer) can be removed from the Posted Transactions list if it was created in error.

Steps

  1. Go to the account's Posted Transactions tab.
  2. Open the row actions menu (⋮) on the transaction.
  3. Choose the delete/remove option and confirm.

Good to Know

Transactions that came from a bank sync or statement import are tied to that source line - removing them is best handled by correcting or excluding them during reconciliation rather than deleting the original record.

Related Articles

  • How to Edit a Transaction in Sumung
  • How to Fix Duplicate Transactions in Sumung
  • How to Add a Transaction Manually in Sumung

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