Skip to main content
September 3, 2022
Question

How do I remove a linked bank

  • September 3, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

KlentB
September 4, 2022

Thanks for visiting the Community, jamathews88@gmai.

 

I'm here to walk you through in disconnecting your bank account from online banking. Before diving in, keep in mind that disconnecting an account deletes the transactions that still need to be categorized in the For review tab. When you're ready, here's how to do it:

 

  1. Go to the Transactions or Banking menu.
  2. Select the Banking tab, then choose the tile of the bank account you want to unlink.
  3. Click the the Edit icon, then choose Edit account info.
  4. Tick the Disconnect this account on save checkbox
  5. Select Save and Close.

For additional references while working with your bank transactions, check out the articles below:

 

Keep me posted if you need more help in managing your bank accounts. Looking forward to assisting you again.