Known Issue: Manual Transactions Cannot Be Deleted

Introduced in audit: v1.0.214 Severity: Low Status: Open — workaround available

What Is Affected

Transactions that are manually created inside the app currently cannot be permanently deleted. The transactions router provides mutations for creating and recategorising transactions, but no delete or exclude mutation exists.

This does not affect:

Transactions imported from AgentOS.
The accuracy of HMRC quarterly submission figures (provided the workaround below is applied).
Any data already submitted to HMRC Making Tax Digital.

Why This Matters

When a duplicate transaction is manually entered — for example, accidentally adding the same expense twice — there is no way to remove it. Over time, duplicate or erroneous manual transactions accumulate in the ledger, making the transaction list harder to manage.

Workaround

You can prevent a duplicate or unwanted transaction from affecting your HMRC summaries by marking it as unused:

Go to Transactions in the main navigation.
Find the transaction you want to exclude.
Select Recategorise from the transaction actions menu.
Set the HMRC Category to Unused.
Save the change.

The transaction will now be excluded from:

Quarterly income/expense summaries
HMRC Making Tax Digital submissions

Important: The transaction record itself is not deleted. It will remain visible in your transaction list.

Expected Fix

A delete mutation will be added to the transactions router in a future release. This will allow permanent removal of manually created transactions, subject to restrictions that prevent deletion of imported or previously submitted records.

This page will be updated when the fix is released.