Deleting Financial Accounts

June 2, 2025

Steps to Delete Financial Accounts

  1. From the dashboard, navigate to Settings, then select Financial Accounts.
  1. A list of previously added financial accounts will appear. Click on the account you wish to delete.
  1. A window will appear where you can click Delete at the bottom.
  1. Another window will appear; click Confirm.

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Steps to Delete Financial Accounts

  1. From the dashboard, navigate to Settings, then select Financial Accounts.
  1. A list of previously added financial accounts will appear. Click on the account you wish to delete.
  1. A window will appear where you can click Delete at the bottom.
  1. Another window will appear; click Confirm.
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