Delete Bank Account

After successfully adding a bank account to your records, you may eventually need to remove it. If you’ve decided to delete a bank account entry, follow these steps to ensure the process is straightforward and accurate.

  • Start by navigating to the "Setting" section in the side menu of your application. Click on this section, and you will see a dropdown menu with various options. Locate and select "Bank Account". This action will direct you to a dedicated page for managing bank account entries.
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  • On the bank account page, you will find a complete list of all account entries currently stored in the system. To efficiently find the specific account entry you wish to delete, use the integrated search functionality. If the list is extensive, consider using the filtering options, which allow you to sort entries by criteria such as account number or account holder name. Once you’ve found the correct account entry, you will see an action button next to it.
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  • Once you have identified the account entry you wish to update, please begin by selecting the desired entry. This will redirect you to the account's details page. On the details page, you will find the "Delete" button located in the top-right corner.
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  • After clicking "Delete" button a pop-up will open giving option to conform it by clicking on "Ok" or click on "Cancel" if you dont want to delete it
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Before finalizing the deletion of any account record, take a moment to confirm that the account details are no longer in use. Deleting active account entries may create complications for other records associated with them, leading to inconsistencies in your financial management. Always proceed with caution to protect the integrity of your records.