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lisaminter9
Level 1

How do I stop the downloads from the bank?

 
1 Comment 1
SophiaAnnL
Moderator

How do I stop the downloads from the bank?

You can disconnect the bank account from online banking, lisaminter9.

 

Before doing so, please ensure to add the remaining transactions. All of the transactions in the For Review tab will be deleted when you disconnect an account.

 

Then, follow these steps:

  1. Click Banking on the left panel.
  2. Click the Edit (pencil) icon on the account that you want to disconnect.
  3. In the Account window, check the Disconnect this account on save box.
  4. Click Save and Close.

Once the account is disconnected, it will no longer download the transactions automatically.

 

Please let me know if you need anything else. I'll be right here to help you further.

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