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How do I remove a bank/card that I no longer need in Hurdlr?

Updated this week

If there are bank accounts or credit cards that you no longer want to track in your Hurdlr account (i.e. you closed the account, you’re no longer using that account for business, etc), you can unsync them. This will simply disconnect them and set to the ‘Not Synced’ filter of your Banks & Integrations screen. This will stop transactions from being pulled in moving forward.

If you unsync and then re-sync your bank, it may cause your transactions to be duplicated.

To unsync a bank account or credit card in Hurdlr:

  1. Tap the 3 dots in top left corner on the mobile app, or click the gear icon in top right corner on the web app

  2. Select 'Banks and Integrations'

  3. Click the small gear icon next to an account you want to unlink

  4. Click ‘Unsync Account’ at the bottom of the form

  5. To fully unlink a bank or credit card, hover over the blue drop-down arrow next to the linked institution

  6. Select ‘Unlink Institution’

  7. When you get a pop up asking if you want to unlink it, tap 'Yes'

Unlinking a bank account or credit card does not remove the transactions that have already been pulled into your Hurdlr account. It simply disconnects the account, which can be re-synced at any point.

To re-sync an account:

  1. Navigate to the Banks & Integrations screen

  2. Click on the 3 lines icon

  3. Change the filter to ‘Not Synced’

  4. Click the small gear icon for the account you wish to resync

  5. Choose the account from the Chart of Accounts

  6. Select ‘Restore Account’

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