Deleting and Re-Syncing Transactions
Understanding how Rokada handles deletion — especially for Plaid-connected accounts — prevents surprises the next time your bank syncs.
How delete works
Deleting a transaction is a soft delete. The record is hidden from all views but the underlying data is kept for audit. There is no permanent deletion from the app UI and no undo button.
- Deleted transactions disappear from your Inbox, Review, Classified, and project lists immediately.
- They're excluded from all totals, reconciliation, and reports.
- Deleting a parent Cash Distribution requires removing its disbursements first — see Cash Distributions.
Plaid sync and deleted transactions
Rokada stores a sync cursor per bank connection. Each sync only fetches transactions that are new since the last cursor position. This means:
- If your bank stays connected: a deleted Plaid transaction will not reappear on future syncs. From the app's perspective, deletion is effectively permanent.
- If you disconnect and reconnect your bank: the cursor resets and a full history re-sync runs. Any previously deleted transactions that Plaid returns again are automatically restored — un-deleted and updated with the latest data from Plaid.
Restored transactions keep your edits
When a transaction is restored after a reconnect, Rokada preserves the edits you made before deleting it — category, payee, and project assignment are all kept. Only the raw fields that come from the bank (amount, date, merchant name) are refreshed with the latest data.
In summary
Delete is safe to use for removing unwanted or duplicate Plaid transactions. As long as you keep your bank connected, they won't come back. Only a full bank disconnect-and-reconnect (which resets the sync history) restores them — and when it does, your classification work is preserved.