Removing an account deletes it from Finly Money. You choose whether its transactions go with it, and we show you first what else will change.
Remove a statement or manual account
Open the account's menu
On Accounts, find the account under Statement accounts or Manual accounts and open its ⋯ menu. On a phone, tap the account instead.
Choose Remove…
On a phone, it's Remove account… at the bottom. A window asks what to do with the account's transactions.
Decide about its transactions
Also delete its … transactions removes them for good. Keep the transactions leaves them in your history without an account, and uploading the same statement again still recognises them as already added.
Check and confirm
Read the This also goes list, then choose Remove account and … transactions, or Remove account if you're keeping them.
What else goes
Before you confirm, the window lists anything else the removal takes. When the transactions go too, that can include:
- Recurring payments found from those transactions. They come off Recurring, its calendar and bill reminders.
- Fixed costs and income in your budget that came from them.
- Bills split with people, and receipts or files kept on those transactions.
- Rules that only look at this account. Left behind, they would apply to every account.
- Rewards tracking for a credit card.
If you keep the transactions, what was worked out from them stays. The account's own rules and its rewards tracking still go.
Accounts from a bank connection
A connected bank decides which accounts it sends, so these accounts can't be removed one at a time. Instead you can:
- Stop sharing it: on the bank's card, choose Choose accounts and untick the account. It moves to Manual accounts with its history, and you can remove it from there. See choosing accounts to share.
- Disconnect the bank: this ends the connection, and you choose whether its accounts and transactions go too. See disconnecting a bank.
- Ignore it: keep it, but stop it counting. See ignoring an account.
Closed accounts you want to keep
If an account is closed but you want its history, there's no need to remove it. For a statement or manual account, choose No longer active in its ⋯ menu (on a phone, tap the account and turn it on). It's marked Closed, its history stays, and we stop asking for its statements. Active again, or turning it off on a phone, undoes it.