Deleting one of two accounts at my bank

Joe1011

Hi all. I'm new to the site. I have 2 accounts at my bank but only one is relevant (the other is a fiduciary account for others), but Simplifi picked up both. How do I delete the one so it doesn't include that account in my assets?

Flopbot

@Joe1011 welcome to Simplifi!

Follow these steps on a desktop:

1. Settings>Accounts
2. Scroll Down until you find the exact account you want to delete.
3. Click the three dots on the right.
4. Delete Account.

As long as you don't delete the other account too, it won't be affected.

However, before you do that, you might consider clicking this button instead. It will simply Hide that account from Reports AND the Spending Plan but still leave it in Simplifi for reference purposes. If you still find it showing up in random places that you don't want it, then go ahead and delete it.

Joe1011

Perfect. Thanks!