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.
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.
How do you delete an account?
In order to delete (i.e. completely remove the connection to) a bank account from your SILQ Bank Feed, you will need to click on the manage consent button.
You will then be asked to confirm you are happy to use Basiq and after pressing confirm, will be asked to enter the sms code.
Once entered, you will be brought to this screen. In the below example, the bank being used is ANZ, however this will be replaced with whatever bank you are using.
You will need to click on the delete button.
It is very important to note that this option permanently removes all accounts associated with this banking institution, it removes any unreconciled items, as well as the panel itself within the dashboard. To reinstate this account, you will need to start from scratch.
