How to delete or hide an account?

If you have multiple accounts at the same financial institution, it is not possible to delete some accounts and keep others. However, you can hide such accounts. Hidden accounts will not be displayed on the Accounts tab and are not factored in calculations.

To hide an account, please follow these steps:

1. Go to the “Accounts” tab; 
2. Locate an account you’d like to hide;
3. Toggle ON the “Hide from calculations” option.

NOTE: Hiding an account may unlink the “internal transfer” and affect the numbers in your Insights, Net income, Budgets, etc.

To delete the financial institution, please follow these steps:

1. Go to the “Accounts” tab; 
2. Locate the financial institution you’d like to delete;
3. Hit the “•••” button to the right of the institution’s name;
4. Hit Delete institution.