Overview

While it's important to keep your Simplifi Account List accurate and up-to-date, it's equally important to remember that deleting bank accounts permanently removes their Transaction Activity from Simplifi.

We encourage you to Export and save your Transaction Activity before following the steps below, just in case you need to reference them down the line. For more on Exporting, click here.

Note: If you're looking to cancel your subscription with us, we appreciate giving us a try! Click here to get more information on how to do so.

To Delete One Bank Account:

  1. Hover over the left side panel and click Settings.
  2. Click Accounts.
  3. Locate the bank account you want to Delete and click the small arrow to the left of it.
  4. Click Delete this Account, then Delete to confirm:

How to Delete All Bank Accounts (One Bank at a Time):

  1. Hover over the left side panel and click Settings.
  2. Click Accounts.
  3. Locate your bank and click the gear icon to the right of it.
  4. Click Delete Everything, then Delete to confirm:

Note: Manual Accounts can only be deleted one by one at this time, following the first set of steps.

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