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Connecting your Bank 🏦
Managing your bank accounts in Cleo
Managing your bank accounts in Cleo

How to add, delete, or hide a bank account

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Written by Hannah Voss
Updated over a week ago

To keep your money data up-to-date, it’s important that you have the right bank accounts linked in the app 🏦

Where can I find my linked bank accounts?

You can add, delete, or hide your accounts on the accounts page:

πŸ‘‰ Go to the Spend tab

πŸ‘‰ Tap the "Manage accounts" button

FYI: You can also type "reconnect" in chat to get a button straight to your accounts πŸš€

How do I add a bank account?

πŸ‘‰ Go to the Spend tab

πŸ‘‰ Tap "Add account"

πŸ™Œ This will launch Plaid, a third-party provider that links your bank and keeps your data safe πŸ”’

FYI: You can also add an account from the accounts page by tapping "Connect another bank"

How do I delete a bank account?

πŸ‘‰ Tap "Manage accounts" on the Spend tab

πŸ‘‰ Swipe left on the account you want to delete (boy, bye!)

πŸ™Œ This will delete the account and its data from the app

How do I hide a bank account?

Don’t want to delete your account but want to stop seeing data from it for a while?

πŸ‘‰ Tap "Manage accounts" on the Spend tab

πŸ‘‰ Hit the switch underneath the account you want to hide

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