Your accounts
Rename, ignore, merge or remove accounts, and tell us which credit card you have.
6 articles
An account shows up twice. How do I merge them?
When we spot two accounts that are really one, Accounts shows a note saying an account shows up twice, with a Merge them button. Merging keeps the older account and each transaction once, and removes the copy.
How do I remove an account?
On Accounts, open a statement or manual account's ⋯ menu (on a phone, tap the account), choose Remove… and decide whether its transactions go too. An account from a bank connection is removed by unsharing it or disconnecting the bank.
How do I rename an account or change its type?
On Accounts, click an account's name to rename it, or its icon or type to change the type. On a phone, tap the account and choose Rename or Account type. Your changes stay, even when your bank syncs or you sign in again.
How do I tell Finly Money which credit card I have?
On Accounts, choose Which card is this? under a credit card account (on a phone, tap the account first) and pick your card from our guesses or the full list. The account then shows your real card everywhere, and the rewards tracker uses it.
Managing your accounts
The Accounts page lists every account your transactions come from: bank connections, statement accounts and manual accounts. Rename, ignore or remove accounts there, check each bank's health, and choose Add to bring in more.
What does ignoring an account do?
Ignoring an account takes all its transactions, including new ones, out of every total: the Overview, reports, budgets and net worth. Nothing is deleted, and you can include it again any time.
Still need help?
Our team answers every request, usually within 1–2 business days.