Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How do I Delete a Transaction from the Bank Accounts Page?


  • Delete a transaction from Accounts
  • Recorded payment with no Matter or Client associated
  • Account
  • Transactions
  • Payments


  • Clio Web App

Additional Information:

If you cannot see the "Actions" column, ensure that it is selected from the "Columns" dropdown in the top-right corner. 


  1. Go to the Accounts page
  2. Click on the name of the bank account where you entered the transactions
  3. Locate a transaction that you wish to delete and click on the down arrow in the "Actions" column. 
  4. Select Delete
  5. Click Delete to confirm
  6. Repeat for each transaction, as needed


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality