Choose which bank accounts appear in Banking and add more accounts when you need to. This guide shows you how to use the Manage bank accounts page.
In this guide, you will learn the following:
Open Manage bank accounts
1- From the left sidebar, select Banking.
2- Select Manage accounts. The Manage bank accounts page opens.
Alternatively, from the homepage, find the Banking widget and select the All accounts dropdown. From here, you can select an account or Manage accounts.
Turn accounts on or off
3- Under Connected bank accounts, turn on the toggle next to each account you want to show in Banking.
4- Select Save.
Accounts you turn off don't appear anywhere in Banking and aren't included in your bank balance. Turning an account off doesn't change your payment methods or receiving methods.
If you turn off an account here, the account won't appear in the account filter on the Banking page.
Credit card accounts appear in this list, but their toggle can’t be turned on.
Seeing the same account twice? You may have connected the same bank more than once. Turn off one copy and select Save so your balances and transactions aren't counted twice.
To connect another bank or add more accounts from a bank you’ve already connected, check out our guide How to connect a bank account to Banking.
That’s it! You can now choose which bank accounts appear in Banking.