Unlink, Delete or Rename a Bank Feed Account

Bank Feed accounts can be edited from the Bank Feed dashboard

From the Bank Feed dashboard you are able to make changes to the connected bank accounts.

First, choose the connect bank account you would like to make changes to and click on the 3 buttons in the top right hand corner of that panel.

Unlink Account

Choosing this option allows you to keep any data that has already been imported and the panel will still remain, however no new data will flow into SILQ.

Delete Account

This option permanently removes any unreconciled items, as well as the panel itself. To reinstate this account, you will need to start from scratch.

Rename Account

SILQ displays whatever name your financial institution sends through. Often times this is the name of the banks product, (e.g. everyday account) which can be unhelpful in identifying which account it is.

By choosing the rename account option, you can give this account a nickname to help you readily identify it.