|What would you like to do?||Instructions|
|Remove BankLINK connection||click here|
|Deactivate (Hide) Account||scroll down to article below|
|Unlink Account||click here|
|Delete Account & Transactions||click here|
Deactivating (Hide) an Account will:
- Hide Account and Transactions from the Transactions screen.
- Retain transactions for reports, but account will not be available for adding new transactions.
- Account will be listed in the Deactivated Accounts tab on the Financial Accounts screen.
- Account and Transactions CAN be restored.
Step 1: From the Home Screen, click "Link to a Bank Account".
Step 2: Click on the Financial Accounts tab.
Step 3: Click on the blue drop-down menu next to the Account you wish to Deactivate (Hide).
Step 4: Select "Deactivate (Hide)".
Step 5: View the Account in the Deactivated Accounts tab.
Account will no longer show in Transactions Screen. (Note: Wells Fargo is no longer showing.)
Please contact Support if you need any additional assistance and we will be more than happy to help you.