This article explains how to view and manage accounts connected to your Expense Tracker.
Go to the Linked Accounts tab.
For each account, you’ll see:
Account Name
Last Four Digits
Last Sync Date & Time
Syncing occurs automatically every three hours.
You can also trigger a manual sync every three hours.
Removing an Account
Click the Red Trash Can icon.
Confirm deletion when prompted:
Press Delete to remove.
Press Cancel to keep the account.
Adding Additional Accounts
Click Add Account (top right) to connect more accounts via Plaid.
Screenshot Suggestions: Linked Accounts tab, Delete Confirmation dialog.
Suggested Next Steps: