If you want to delete an online banking account from MoneyCoach, you can do that easily. Here's how to do it.
Video Tutorial
Step-by-step guide
- Tap the "View All" button on the Accounts card in the Overview or switch to the Accounts tab
- Tap "⋯" button on the top right corner
- Next, tap "Manage Connections" button
- Finally, tap "Delete" button on the specific bank account you want to remove the connection from
- Congratulations, you just deleted the connection to your bank account from MoneyCoach!
Important Details
Bank connection and bank account are two different things. For example, you can have multiple bank accounts connected to the same bank connection. With the current MoneyCoach Premium (Individual & Family) plan, you can connect up to 4 different bank institutions aka. bank connections.
Deleting an online banking account from MoneyCoach like you do for normal accounts, by swiping left on that account in the Accounts list/tab, will not delete the bank connection. That connection will still be linked on your account so you need to follow the steps above to permanently delete that connection.
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