Removing an account type (bank, credit card, loan) from a bank feed
When adding a bank feed, PocketSmith will try to find any account types (bank, loans, credit cards etc) associated with that bank feed. If PocketSmith has imported an account type that's not useful to you, learn how to remove it from the bank feed.
In this user guide
What is a bank feed account type?
Bank feed types represent the variety of accounts you may have at your bank. For example Bank (savings or checking), Loans (mortgages or personal loan), or Credit Cards. Different banks will vary in how they separate your accounts into different types.
Why you may want to remove an account type from a bank feed
There are a couple of reasons why you may want to remove an account type:
- You're connecting a bank account type such as credit card, but you've decided you would no longer like it to show within PocketSmith
- The account type you've added was not found at your bank - this will display a 414 error
If you see a 414 error and you know for certain that you do have this account type with your bank, do not delete the bank type! Instead, contact support with a screenshot of the account in your online banking website.
Steps to remove an account type from a bank feed
- Go to the Account Summary page ( Accounts > Account Summary)
Hover on Edit bank feeds and select the bank feed you want to remove the account type from
Remove or Reset bank feed from the left menu
Locate the account type you want to remove and click REMOVE
- Confirm that you want to remove the account type from the bank feed