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Questions about deleting an account?

To delete an account:

  1. Click the account you'd like to delete
  2. Click Delete, which is located in the lower right corner of the edit screen

Note that you can't delete accounts at your primary financial institution.

If you like, you can exclude these accounts. To do so:

  1. Click the account
  2. Click Exclude from App

Also note that any data older than 90 days cannot be restored in the software if you want to re-add an account you've deleted.

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