Removing a Data Connection

Learn how to remove a data connection from your PocketSmith account 🗑 This won't delete any accounts or transactions within PocketSmith, but will stop any future imports from this bank feed ✋

In this user guide

Removing a Data Connection

This will completely remove the data connection from PocketSmith. Any accounts from that connection will be changed to offline accounts and, if you want to re-add it, you will need to add it as a new data connection as shown here: Adding a Data Connection and establishing your accounts

Removing a connection may be useful in the following situations:

  • you've switched banks and no longer want to try to bring in new transactions from your old bank
  • you've accidentally added duplicate connections and wish to remove the additional feed

If you're not sure if removing a connection is right for you, contact support, and we can guide you.


Steps to remove a Data Connection

1
Head to the Bank Feeds page ( Accounts > Bank Feeds)
2

Find the Connection you wish to remove. Click the three-dot menu, and select Remove connection

3

Type ' REMOVE', and click OK


Delete a connection from Salt Edge Dashboard

For a data connection provided by our Data Partner, Salt Edge, the above steps will revoke PocketSmith's consent to access this connection and remove it from PocketSmith. However, to delete the Salt Edge bank connection from Salt Edge also, you will need to follow the steps below:

1
Go to the Salt Edge Dashboard
2
Click the bank feed connection you want to delete
3
Click Delete
4
Click Deleteagain to confirm the deletion

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