What is the difference between deleting and removing a transaction?

CounselPro has two ways to take a transaction out of the picture, and they are not the same. One is permanent and one can be undone, so it is worth knowing which is which before you click.

What does Delete do in the ledger?

Delete is permanent. In the transaction ledger, the Delete button in the bulk toolbar and the Delete Transaction option in the right-click menu both hard-delete the rows. The confirmation says the transaction will be permanently deleted and cannot be undone, and it means it.

Use Delete only for a row that should not exist at all, like a stray artifact from a bad scan. For a row that is real but labeled wrong, recategorize it instead of deleting it.

What does Remove do in reconciliation?

Remove is reversible, and it lives in the reconciliation review workspace, not on the main ledger. While you are fixing a cycle that does not tie out, you can remove a row you have confirmed is wrong, like a duplicate. The row is hidden from totals, insights, search, and exports, and the balance recomputes without it.

Because it is reversible, you can bring it back. Removed rows collapse under a Show removed toggle, and each one has a Restore button to put it back.

So the rule of thumb: if you are certain a row is garbage, Delete it from the ledger. If you are clearing a duplicate to make a statement balance and want a safety net, Remove it inside reconciliation review.