Remove or disable bank accounts

Disable or remove bank accounts when they should stop participating in active review, resulting in the correct active account set for the team.

Workflow

Step 1

Start in Truewind on Bookkeeping > Bank Transactions, then click on Bank Transactions, go to Bank Feed

Step 2

Use the bank-account row menu to find removal actions without leaving the list.

Step 3

Use this action only when the bank feed should stop importing and disappear from the transaction workflow.

Step 4

Finish the removal after you confirm this feed should no longer import transactions into Truewind.

Step 5

The feed disappears from the transaction page after removal; reconnect it only if you want imports to resume.

Step 6

Complete this action so inactive bank feeds stop appearing in the transaction workflow.

Confirm no one still relies on that bank account for ongoing transaction review, reconciliation, or reauthorization work.

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