I inadvertently deleted a wrong account in the Account Summary page. How can I add it back and have it continue to show as the old account (not add a new account)? If that is not possible, what is the best work-around?
Thanks!
I inadvertently deleted a wrong account in the Account Summary page. How can I add it back and have it continue to show as the old account (not add a new account)? If that is not possible, what is the best work-around?
Thanks!
hi @ltdonjohnson, welcome!
There isnât a way to add the account back without it coming back as a brand new account.
You should be able to get it pull back in by clicking âAdd accountsâ under Account Summary and re-enter credentials as if you were adding the institution login for the first time. This should pull in deleted accounts, but once again itâs going to come in as a new account.
That will mean youâd end up with duplicate transactions and accounts if you re-link it to the same sheet. You can read more in the guide below about how to deal with those duplicates.
I was a little nervous doing the Balance History editing but all went well. Back on track!