Remove bank account
Question asked by GDPR Deleted 2 months ago
How do I remove my bank account?
Hi Claire,
It is not possible to delete a bank account once you have processed transactions in this. Instead, if you head to the Dashboard > Bank accounts > Click on the account > Click Edit > You can click Archive to hide this.
Tommy
Best answer
Hi we need to fix this, the archive bank accounts still add up to reporting totals
Hi Mishael,
The archive function will only hide the bank account from the list of bank accounts; this is common for businesses that has closed a bank account but still need to keep its records.
To remove transactions from appearing on the reports, you will need to delete/ void the transaction in the bank account. To do so, you will need to unarchive the account then head to Dashboard > Bank accounts > Click on the bank balance > Click on the amount you wish to delete > Click Delete.
Tommy
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