View, edit & delete a bank account

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Table of Contents

1. View a Bank Register
2. Edit a Bank Account
3. Delete a Bank Account

View a bank register

There are two ways to view a bank register in MoneyMinder.

From the Home Page, click the name of the bank account. This opens the bank account register.

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OR Click Banking in the sidebar.

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Click the name of the bank account or click Actions to the right of the bank account.

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Choose View Register from the dropdown.

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Edit a bank account

Click Banking in the sidebar.

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Click Bank Account Details to the right of the bank account.

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You can edit the bank account name, the beginning balance, link your bank account, or add uncleared transactions on this screen. When you’re finished making changes, click Save.

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Delete a bank account

Click Banking in the sidebar.

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Click Bank Account Details to the right of the bank account.

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Click Delete.

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Note: If there are any transactions or the account has been reconciled, it cannot be deleted. Any reconciliations and transactions in the account would have to be deleted before the bank account can be deleted.

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