How to Delete Bank Accounts on the Mobile App
Learn how to delete bank accounts using the Simplifi Mobile App
Nicole avatar
Written by Nicole
Updated over a week ago

Overview

Before you begin, deleting an account cannot be undone. If you're having connectivity issues, we have solutions for that other than deleting the account. Please check out our Support Article here, or contact our amazing Support Team!

While it's important to keep your Simplifi Accounts List accurate and up-to-date, it's equally important to remember that deleting bank accounts permanently removes their Transaction Activity and associated Recurring Series 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 details and steps on exporting transactions, please click here.

Note: If you're looking to cancel your Subscription with us instead, we appreciate you giving us a try! You can click here for more information on how to do so.

Delete a Single Bank Account:

  1. Click the menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Account you'd like to delete and click the three dots at the end of it.

  4. Click Delete account, then Delete to confirm.

Delete All Accounts at One Bank:

  1. Click the menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Financial Institution that you'd like to delete and click the three dots at the end of it.

  4. Click Delete institution, then Delete to confirm.

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

Please click here to learn more about deleting Accounts on the Simplifi Web App!

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