Disconnecting a bank removes the link, so new transactions stop coming in. You decide what happens to the accounts and transactions it already brought in.
Disconnect a bank
Open Accounts
Go to Accounts and find the bank under Bank connections.
Choose Disconnect
Open the bank's ⋯ menu and choose Disconnect….
Delete or keep what it brought in
Pick Delete them or Keep them. The table below explains both.
Check what else goes
If you're deleting, the dialog lists anything else that goes with the transactions, under This also goes.
Confirm
Press Disconnect and delete (the button says how many transactions) or Disconnect, keep history.
Delete or keep?
Choice | What happens |
|---|---|
Delete them | The bank's accounts and transactions are removed for good, with everything worked out from them. Connecting the bank again later starts fresh. |
Keep them | Everything stays in your history as a disconnected bank that no longer updates. Your recurring payments, budget and rules stay as they are. |
What else goes when you delete
Anything worked out from the bank's transactions goes with them. Before you confirm, the dialog lists what applies to you, such as:
- Recurring payments found in these transactions. They come off Recurring, its calendar and bill reminders.
- Fixed costs in your budget, and your budget's income if it was worked out from these transactions.
- Savings goals kept in these accounts, which keep their balance as of today.
- Rules that only look at these accounts. Left behind, they would start applying to every account.
- Bills split with people, and receipts or files attached to these transactions.
- Rewards tracking for credit cards from this bank.
Connecting it again later
You can connect the bank again any time. If you kept its history, its accounts are picked back up and transactions you already have aren't added twice. Disconnecting also frees up a spot on your plan: see How many banks can I connect?