Delete an account on the webapp
Go to "Savings Accounts" or "Investment Accounts", click on the 3 dots at the top of one of your banks, then click on "Edit".
To remove the connection to an institution, click on the 3 small dots at the bottom right
Confirm the deletion. 🚨 Be careful, the deletion is irreversible.
Click on "Close". You will be automatically redirected to Finary.
Delete an acccount on the mobile app
Delete a manual account
Get to the asset class page where you want to delete a manual account;
Tap on one of the asset in the account that you want to delete;
Tap on "Delete";
You now need to delete all assets from this account to delete this account.
Delete a synched account
Get to "Synchronized accounts";
Tap on the connection that you need to delete and tap on "Edit";
In the Budget Insight interface, tap on the menu and "Supprimer la connexion";
You can now close the Budget Insight window.