Reset or Remove a bank feed

Learn how to reset or remove a bank feed from your PocketSmith account. Resetting or removing a bank feed will delete the credentials stored with our bank feed provider, Yodlee.
This won't delete any accounts or transactions within PocketSmith but will stop any future imports from this bank feed.

In this user guide

The difference between resetting and removing a bank feed

Resetting a bank feed
This will remove the bank feed from all connected accounts within PocketSmith and remove the credentials but will allow you to easily re-enter the credentials to re-connect the same bank feed.

Removing a bank feed
This will completely remove the bank feed from PocketSmith. Any accounts from that bank feed will be changed to offline accounts. and if you want to re-add it, you will need to add it as a new bank feed as shown here:  Adding a bank feed and connecting your accounts

If you're not sure which option is right for you, contact support and we can guide you.


Steps to reset or remove a bank feed

1
Go to the Account Summary page ( Accounts > Account Summary)
2

Hover on Edit bank feeds and select the bank feed you want to reset or remove

3
Select Remove or Reset bank feed from the left menu
4

Click Reset Online Banking ID or Remove this bank feed

5
Confirm that you want to reset or remove the bank feed

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