Have you connected your bank account for expense tracking but want to remove/disconnect it?

Super Duper easy to do and all it takes is about 3 steps/clicks!! 😱

Option 1
Via the settings tab > select settings top right

Select  > settings

Select your income and expenses tab > Add New (drop down) > Automate expense tracking 

Select > Integrations > Expense Tracking

Option 2
Select > Income & Expenses

Select > New Expense drop down menu > automate expense tracking

You will then see a list of your connected accounts.

You can either select to turn each account on/off so the transactions import/do not import. 

Otherwise you can simply select > REMOVE located to the top right!

When selecting > REMOVE > you will see a pop up appear confirming you would like to disconnect the bank account. Select > Disconnect


Tips:

  • To connect a Bank account you will need to be located in USA or Canada via the settings > business info > business location settings 

💌  Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌

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