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Best answer December 22, 2025
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Hello there, Golf.
When making your personal credit card account inactive, an adjusting entry is automatically created to offset the balance. However, the transactions remain in the account and on financial reports.
Before making the card inactive, it is important to undo any added transactions from the Banking page and delete the manually added entries.
When setting up bank feeds, your financial institution will present all eligible accounts/cards under that login. In the selection screen, any accounts that were selected will be connected. While there's no option to unlink a connected account during the setup process, you can unselect the unwanted cards before finalizing the connection.
If you have additional concerns, you can reply here at anytime. We're here to guide you.
Hello there, Golf.
When making your personal credit card account inactive, an adjusting entry is automatically created to offset the balance. However, the transactions remain in the account and on financial reports.
Before making the card inactive, it is important to undo any added transactions from the Banking page and delete the manually added entries.
When setting up bank feeds, your financial institution will present all eligible accounts/cards under that login. In the selection screen, any accounts that were selected will be connected. While there's no option to unlink a connected account during the setup process, you can unselect the unwanted cards before finalizing the connection.
If you have additional concerns, you can reply here at anytime. We're here to guide you.
