How do I disconnect a bank account?
Note: Severing a bank will not remove expenses that have already been imported for the account. If you wanted to remove all expenses, click on view expenses for the associated account on this page and you will be able to delete the expenses directly from the bank accounts sub-tab.
Click on the Expenses tab and then on the Bank Accounts sub-tab just below
Here you will see each account that you have connected in its own box detailing account name and last update
- Click on disconnect for the specific account that you need to remove.
- If you click the link that says “Disconnect”, you will need to confirm the disconnection by clicking on the gray “Disconnect” button. If you don’t want to disconnect the bank account, hit the blue “cancel” link