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Archive or Hide a Financial Account
Archive or Hide a Financial Account

Hide an account from your Dashboard. How to hide a financial account, how to archive a financial account

Yzza avatar
Written by Yzza
Updated over a week ago

If you've closed a bank account, a credit card, or any of your financial accounts, you might find yourself wanting to hide the account from your Dashboard. You can do this by archiving. Archiving does not delete the account's transactions, it only hides the account from your Dashboard view.

You can do this in just a couple of steps:

  • Go to Settings (gear icon) and click Configure next to the account you wish to archive

  • Scroll to the bottom and click on Delete or archive this account

  • Tick the box Archive (hides from Dashboard)

We strongly advice against deleting your financial accounts or connections even if you no longer use them. When you delete an account, all of its past data and transactions get deleted too, which can gravely affect your bookkeeping.

Here's what it will look like once you've successfully archived an account:

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