Search, bulk-edit and clean up Feed History

Use Feed History to locate saved bank-feed transactions and apply the same coding to several drafts. You need Bank Feeds access and the correct company/file. Selection and bulk editing target the current page, not all history; the page shows up to 50 rows. However, saving coding can also update other same-payee drafts in the file, even outside the current page or filters; see same-payee save behaviour.

1. Open Bank Feed → Feed History. Enter a payee, memo, amount or account in Search payee, memo, amount, account…. Use status buttons All statuses, Draft, Pushed, Error, Pushing; under Additional filters, choose All Types or a specific type, and All accounts or an account. Select Clear filters to reset. Use the transaction-date, payee/name or amount header to switch sort direction; use page controls to move between pages. Refresh reloads the list.
2. Tick rows, or the page-header checkbox, to select displayed transactions. A selected pushed row can be deleted from BookFlo history but cannot be bulk-coded or bulk-pushed. Keep pushed rows out of a coding selection.
3. Select Bulk Edit for eligible unpushed rows. In the dialog, set only the fields you want to change: transaction type, account, expense account, tax code or payee, then apply. Untouched fields remain as they were; changing type can alter which fields are meaningful. The account field's Save as default account saves that account for future statement uploads to the selected file; it is not a change to Reckon.
4. Review the result row by row. Successful changes are removed from the working selection; failed saves remain selected and cannot be pushed until successfully edited. On an all-error selection, Clear errors clears the selected error states; this is not evidence a previous Reckon attempt failed. Push selected (N) and Push All Coded (N) are separate Reckon actions: the latter uses coded eligible rows on the current page, even without selection.
5. For a CSV copy, select Export CSV, optionally set From Date and To Date, then Download. Leaving both dates blank asks for all dates, but large exports may be capped; verify the downloaded row count against the history count. Narrow the date range and download separate files if needed. Export does not change accounting records.
6. To remove records, select rows and Delete, or use Clear pushed to clear all pushed BookFlo history for the explicitly selected company/file. Confirm the scope and warning carefully. Deletion of BookFlo history is not a reversal in Reckon; a previously pushed transaction can still exist there.

For example, filter to Draft and Cheque, locate a fictional AUD 32.00 parking payment dated 24-09-2026, select similar rows on this page, apply their expense account and tax only if each has the same treatment, and inspect the results before Push selected.

If a row is still Pushing, wait and Refresh before deciding what to do. If a bulk edit partially fails, fix the remaining selected rows individually; do not send stale coding. See Review and code, Duplicate checks and safe pushing and Reckon troubleshooting.