Choose your device type:
Via Computer:
How to remove a sub-account
1. Tap the "Accounts" button in the top right of the screen.
2. Click the name of the specific account you want to remove
3. Click "Delete this account"
Note: Some banks will not allow you to remove sub-accounts, it depends on the type of connection the bank has with our system.
How to turn off transaction syncing and only show the balance
1. Tap the "Accounts" button in the top right of the screen.
2. Click the name of the specific account you want to remove
3. Uncheck "Sync Transactions"
Via iPhone/iPad:
How to remove a sub-account
1. Tap the "Accounts" button at the bottom of the screen.
2. Swipe left on the account you want to remove.
3. Tap "Remove" and then "Remove" again.
Note: Some banks will not allow you to remove sub-accounts, it depends on the type of connection the bank has with our system.
How to turn off transaction syncing and only show the balance
1. Tap the "Accounts" button at the bottom of the screen.
2. Tap the account you want to turn off transaction syncing for to reveal a detail screen.
3. Tap the toggle switch to turn off transaction syncing.
Via Android:
How to remove a sub-account
1. Tap the Settings button in the top left.
2. Tap "Bank Accounts"
3. Use a long-press on the account you want to remove
4. Tap "Remove Account"
Note: Some banks will not allow you to remove sub-accounts, it depends on the type of connection the bank has with our system.
How to turn off transaction syncing and only show the balance
1. Tap the Settings button in the top left.
2. Tap "Bank Accounts"
3. Tap the account you want to turn off transaction syncing for to reveal a detail screen.
4. Tap the toggle switch to turn off transactions syncing.