Make unused bank accounts inactive

When you have bank accounts that you no longer use, you can prevent transactions being created for that bank account by making it inactive.

Once set to inactive, the bank account is hidden when creating transactions, although it will still appear in completed transactions and reports.

A bank account cannot be set to inactive if:

  • It's connected to a bank feed. You'll need to disconnect your bank feed first.

  • There are draft transactions in the account. You'll need to delete or save the drafts first.

Make a bank account inactive

To make a bank account inactive, go to Banking and then:

  1. Select the bank account.
  2. Go to Account Status and select Active.
  3. Set status to Inactive and then Save your changes.

The bank account will show on the Inactive tab on the Banking page.

Make a bank account active

To make a bank account active again, go to Banking and then:

  1. Select the bank account.

  2. Go to Account Status and select Inactive.

  3. Set status to Active and then Save your changes.

View bank accounts by status

Select the Active or Inactive tab in the upper right-hand corner of the Banking page to see only accounts of that status.