How to Disconnect a Bank Connection

Modified on Thu, 24 Apr at 12:50 PM

Note: This guide relates to credit card expense receipts imported through Plaid . It does not apply to expenses imported through a custom-built integration, such as an AWS file importer.

Disconnecting a bank account immediately revokes the connection to your bank account and any associated credit cards. To do this:

Click the three dots icon.
Select Disconnect.
In the dialog, click Disconnect to confirm your decision

To reconnect, click into the bank account and follow the steps to renew the connection.