How do I exclude a bank account?

Keep reading to find out how to hide your account or delete your old bank account

Written by Roisin Allum
Updated over a week ago

How do I exclude a specific account from my balance, transaction list and insights?

To exclude a bank account, just type "accounts" to Cleo and hit "View accounts". You can then hide the account by turning the "account visible" switch to "off".

You can include this account at any time by going to the Spend tab, tapping "Manage accounts" and tapping the "Account visible" switch. This will include the account in your balance, transaction list and insights again.

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