There's no need to overload your forecast, in fact the opposite is true. 🤗

If an account or bank has no transactions and/or is not useful in managing your cash flow, delete it with one click.

However, if you delete a bank or bank account, all transactions related to these entities will be deleted. In order not to lose this data, you can first export your bank data.

To delete a bank, you can click on the gear wheel ⚙ at the top right of your screen, go to the Banks and Integrations tab, then click on the three small dots to the right of your bank's name and click on delete bank. To confirm the deletion, you must type "delete [bank name]".

If you want to delete only one bank account, go to the same page and click on the blue button to the left of the bank account name to be deleted. To confirm the deletion, you must type “delete [bank account name]”.

💡 Good to know: You can disconnect a bank while keeping the history of past transactions. To do this, simply delete the bank connection by going to the Banks and Integrations tab and then click on the three little dots to the right of the bank name, then click on Disconnect a Bank.