If you'd like to add/remove accounts from a Living Expense analysis you can do so with a single click.
Open your clients' request. Each account listed in the request will have a small eye icon next to it.
Clicking on this icon either includes or removes the entire account from your living expenses report. This is the quickest and safest way to remove an entire account. Hidden accounts will display as greyed out (see image below).
Once you have hidden an account, just click on the Download spreadsheet button to generate an updated expenses report. Or if you are making adjustments to that report via the Edit Categories tab online, any hidden accounts will be removed from there also.
