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How do I delete an existing bank account?

Quick guide: Removing a bank account connection

Written by Oliver Garside

How to delete a bank connection

  1. Go to Bank feeds (left menu).

  2. Click on the bank account you want to delete.

  3. Click Options to remove bankDelete bank connection.

What happens when I delete my bank feeds connection?

  • Your records stay: Any income and expenses added via bank feeds will remain in the Income and Expenses sections. Your reports and dashboard won’t change.

  • Some data is removed: Transactions and any tags (like categories or invoice links) from the bank feed will be permanently deleted.

  • Reconnecting won’t fully restore data: You may get recent transactions back (up to ~12 months), but tags won’t be returned, and transactions previously reconciled won’t be re-reconciled. Older data may be lost.

Recommendation: Please contact our customer success team via live chat before deleting a bank connection. We can help you review your account and find the best solution for your situation.

Remember to download the Rounded mobile app!

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