Want a clean slate without closing your account? You can delete all your financial data in one go. It's the quickest way to remove every bank link and transaction.
What's deleted
- Every bank and investment connection, revoked at Plaid, Flinks and SnapTrade
- All accounts, transactions, statement uploads and balances
- Recurring charges, budgets, net worth items and investments
- Card rewards and your Finn conversations
- Shared bills, payments, purchase items, and every receipt and document you kept
What stays
- Your FinlyWealth account, sign-in and profile
- Your plan and billing
- Settings, categories, tags, dashboards, and rules not tied to one account
- The people and groups you split bills with
Delete your financial data
Open Your data
Go to Settings, then Profile, and scroll to Your data at the bottom.
Start the deletion
Under Delete my financial data, choose Delete financial data…. The card shows how many connections, accounts and transactions you have.
Confirm
Tick I understand this can't be undone. and choose Delete financial data. Changed your mind? Choose Keep my data.
When it's done, you'll see how many accounts and transactions were removed. You can connect banks and upload statements again whenever you like.