If you need to exclude a card/bank from your Transactions, you can follow the steps below or watch this brief tutorial.
1. Click "Banks & Cards" to view your linked accounts.
2. Select the account you want to unlink.
3. Click "Unlink Institution" at the bottom of the screen and confirm.
And you're done! Send any questions to email@example.com, we're glad to help!
Please sign in to leave a comment.