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You manage an account from the Edit account dialog. Open Accounts, find the account, and choose the edit (pencil) control. From there you can change details, close the account, or — with care — delete it.

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Edit account details

In the edit dialog you can change:
  • Name — renames the account everywhere, including transaction rows.
  • Type — see Account types.
  • Include in budget — switch between on-budget and tracking.
  • Note — a private note on the account.
For a credit card, the dialog also exposes statement close day, payment due day, APR, minimum payment, credit limit, and any promotional APR. These feed the debt payoff report and payment timing. Choose Save changes to apply.
Editing an account does not change its starting balance. To correct a balance, add a transaction or reconcile the account against a statement.

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Close an account

Closing hides an account you no longer use without erasing its history. Reports and past transactions stay intact.
1

Open Edit account

Open the account’s edit dialog.
2

Close it

In the Close account section, choose Close account. If the account still has a balance, Budget Bandit reminds you — consider transferring or clearing the balance first.
A closed account drops out of your everyday lists. You can Reopen account from the same dialog at any time.
Closing is the right choice for almost every “I’m done with this account” case. It keeps your reports accurate. Reach for delete only when the account was created by mistake.

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Delete an account

Deleting is permanent and removes the account along with everything attached to it: its transactions, its splits, and any scheduled transactions on it. Transfer links to other accounts are cleaned up so no other account is left pointing at a deleted row.
Deleting an account cannot be undone. Its transactions are gone from your history and your reports. If you only want it out of the way, close it instead.
If the account had a linked credit-card payment category, that category is hidden rather than dropped, because it may hold budget history.

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A linked (bank-synced) account

If the account is connected through Plaid, disconnect the bank first from Settings, then Connections, so the feed stops sending new transactions. See Reconnect a bank for the connection controls. Disconnecting preserves the account and its transactions; it only stops the feed.

Reconcile an account

Lock in a balance before closing.

Transfers

Move a remaining balance to another account.

Account types

Change what an account is treated as.

Export your data

Keep a copy before deleting anything.