# Exclude, restore, or undo a bank transaction

Move feed records out of review and understand what Undo changes in each edition.

Canonical: https://demo.qixcount.com/help/banking/exclude-and-restore

Who can do this: Owners, or people with *Edit bank transactions* and *View reconciliations*

Where: Banking, then Bank feed

Excluding removes a record from the review list by marking it skipped. It does not delete the bank record or reverse an existing journal. These actions need *Edit bank transactions*; opening the feed needs *View reconciliations*.

## Exclude a record

1. Open **Banking**, then **Bank feed**, and select **For Review**.
2. Find the record.
3. Select **Skip** on an uncategorized row, or the X control labeled **Exclude** on a categorized row.

The record moves to **Excluded**. Exclusion changes review status only. In particular, it does not remove the amount from the bank account's balance calculation.

A record can also arrive here on its own: if the bank removes a record nothing depends on, a sync excludes it. An excluded pending record returns to **For Review** if the bank then posts it.

## Restore a skipped record

1. Open **Excluded**.
2. Find the skipped record.
3. Select **Restore**.

![Excluded bank records with Restore](https://demo.qixcount.com/images/help/banking-feed-excluded.webp)

The record returns to **For Review**. Its category is kept. Retained reversal history cannot be restored or imported again.

## Undo a record

> [!WARNING]
> A record with retained history can't be added again, because each bank record can post only one journal. If you still need the entry, [create a journal entry](https://demo.qixcount.com/help/accounts-and-journals/create-a-journal-entry).

1. Open **In QixCount**.
2. Find the record and check its journal before proceeding.
3. Select **Undo**.
4. Review the confirmation and confirm only if the correction is intended.

What **Undo** does depends on the record:

| Record | Result |
| --- | --- |
| Added to the books from this bank record | The journal is reversed, and both the journal and its reversal stay in the ledger. The row moves to retained history under **Excluded**, where **Journal corrections** opens the original journal. |
| Matched to a posted journal from another document | **Undo** is refused with a message. Correct the original document through its journal. Reversing that journal releases the match; Undo then treats the bank record as unlinked. |
| Categorized but not added, in General | The record returns to **For Review**. If it was linked to an unposted journal, that journal stays and only the link is removed. |
| Categorized but not added, in Nonprofit | **Undo** is refused with a message. |

## What happens next

Review restored records before [adding them](https://demo.qixcount.com/help/banking/categorize-a-transaction). For a retained correction, use the journal correction workflow with your bookkeeper. Restoring, excluding, or undoing does not complete a statement reconciliation.

## Good to know

Owners have *Edit bank transactions* and *View reconciliations*.