Unlinking a bank feed from an account
You can unlink a bank feed from an account without removing any previously imported transactions. When you unlink an account you are removing the connection between the account in PocketSmith and the bank feed. This changes the account from a bank feed account to an offline account on the Account Summary page and transactions will no longer be automatically imported by the bank feed.
You may want to unlink a bank feed from an account if you have closed that account at the bank, or if you are experiencing bank feed issues and would like to temporarily import transactions manually.
Steps to unlink a bank feed from an account
- Go to the Account Summary page ( Accounts > Account Summary)
- Navigate to the account you'd like to unlink from the bank feed
- Click MANAGE ACCOUNT
Live bank feed, select
Unlink feed account
- You will then be asked to confirm that you would like to unlink the bank feed from the account.
Once the bank feed is no longer linked with an account in PocketSmith, it will be shown in the ' Ready to connect' section of the Account Summary page. (Learn how to hide accounts from this section in the following user guide: Hide an account from the 'Ready to connect' section)