Hiding accounts

Don't want an account to show up in your finances? You can easily hide the account so the transactional history is excluded from your financial reports. Individual accounts cannot be deleted or removed, so hiding accounts is the way to go if you want to remove some, but not all, of the accounts from an institution.

 

 

Follow these simple steps to hide an account
To hide an account:

Step 1: Click on the account you'd like to exclude to open the detail window.
Step 2: Click on the “...” icon to open the options menu.
Step 3: Click “Hide Account”.

Note: Accounts can be re-included by clicking on this button again.

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