How to Edit or Delete an Existing Bank Account

Overview
Learn how to update your bank account details or remove obsolete accounts.

Steps

1. Navigate to Finance → Bank Account.

2. Locate the account row and click the ⋮ Action menu.

3. Select Edit to update fields; click Save.

4. To remove, select Delete and confirm.

Tips

• Editing preserves transaction history.

• Only delete accounts with zero balance and no linked transactions.

Troubleshooting / FAQs

• Q: “Delete” option missing.

  • A: Clear all transactions or set balance to zero first.

• Q: Changes not saved.

  • A: Check browser console for validation errors; refresh and retry.