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How do I edit or remove a bank or credit card account?
How do I edit or remove a bank or credit card account?
Landlord Support
Mohanad Alshaka avatar
Written by Mohanad Alshaka
Updated over a week ago

To edit a bank or credit card account, follow the steps below:

  • Go to the External Accounts tab

  • On the main page that lists your connected accounts, select the arrow to the right of the account you’d like to edit

  • From there, you’ll be able to change the account nickname, modify the transaction importing rules, and change the auto-tagging options

You'll also be able to remove the bank account or credit card altogether by selecting 'Remove External Account' located at the bottom of the drawer.

See here for more information on removing a bank account that is actively being used for rent collection.

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