I need to unlink a bank account.

Question

My bank account upload was linked to the appropriate category, but the bankfeed was cancelled.

I re-established the connection with the bank, so I am getting bankfeeds, but I cannot attach it to the appropriate category, presumably because it is linked to the account which no longer recieves feeds. I cannot see how to unlink it.

AmandaMYOB · Accepted Answer

Hey @Margaret11

If either the old or new linked categories have been reconciled, or if you've locked your categories, you won't be able to switch the linked category. You'll need to undo the reconciliations for this period, or unlock your categories first.

To actually change the linked category, you'll want to click the three dots on the account tile and choose Change linked category and select which one from the drop-down menu. Step-by-step instructions can be found on this page, let me know if you have any further questions!