lizhayley
Level 1

Banking

Hi, Thank you for this reply! I have a few follow up questions.

 

I am a simple start user, if I cancel my account to start afresh, why must I select one of the other subscription types? Can I not just start with the same plan, because I don't need the additional features at the added expense?

 

Also, I noticed that for both bank accounts that the initial transaction of the starting balance was already reconciled - I assume this happens automatically when you load/link the account and verify the date and account balance. And it seems like you're saying I would need to undo that transaction, is that correct?

 

Lastly, is it possible to re-link the bank account? If so, wouldn't that allow me to alter the transaction? 

 

Why should I not just delete the transactions in this instance?