Introduction
Topic Area
Bank accounts
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Important to note
When you initiate to delete a connected bank account, this means all data relating to this account will be removed from Money Dashboard including historic transactions, categories assigned to these transactions and this will impact your spend analytics, budgets and spending plan.
Deleting a connected bank account on Web app
1. Go to 'Accounts' from the side navigational bar
2. Tap onto the account you wish to delete
3. Select the 'Delete account' option located in the details side bar on the right hand side
4. Follow the confirmation prompt -
Deleting a connected bank account on Mobile app
1. Go to 'Accounts' from the bottom navigational bar
2. Tap onto the account you wish to delete
3. Tap on the vertical 3 dots icon (options) at the top right hand corner
4. Select 'Delete account' and follow the prompts