If you've mistakenly added a bank account in Business Finance Assistant, you can remove it from your account. However, please ensure that the bank feed associated with the account is switched off before deleting any transactions. Follow these steps to delete an erroneously added bank account:
1. Switch Off Bank Synchronisation:
- If the bank account you want to delete is connected to Business Finance Assistant, first, switch off the bank feed.
- This ensures that no new transactions are imported before you delete the account.
- Refer to this article for instructions: How do I switch off bank synchronisation?
2. Removing the Bank Account:
- Navigate to the 'Bank Transactions' section.
- Select the erroneous bank account that you wish to delete.
3. Initiating Deletion:
- Click on the 'edit' icon associated with the selected bank account.
4. Deleting the Bank Account:
- On the right-hand side of the screen, locate and click the 'Recycle Bin' icon to delete the bank account.
- Please note that you cannot delete a bank account containing transactions.
- Ensure all transactions are removed before attempting to delete the account.
5. Deleting Transactions:
- To delete transactions from the bank account, unconfirm any transactions shaded in green by clicking the 'edit' button.
- Select multiple transactions using the checkboxes provided.
- Press 'Actions' and choose 'Delete selected transactions'.
- Confirm the deletion to remove the transactions from the bank account.
6. Final Deletion of Bank Account:
- Once all transactions are deleted, revisit the 'Bank Transactions' page.
- Click on the 'edit' icon associated with the bank account.
- Follow the prompts to delete the entire bank account.