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Level 1
1 Comment

Hello @sambomerklinger,


You can turn off the other account and manually update it to import your bank transactions.

  1. Go to the Gear icon.
  2. Under Transactions, select Bank accounts.
  3. Find the other account of your bank.
  4. On the SHOW ACCOUNT column, toggle the switch button to turn it off.
  5. Click Refresh all.

I'm adding these helpful articles for ideas about categorizing your transactions after managing your bank accounts.


I'll be here if you need more help. Thanks!

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