Accounting Illiterate Needs Help

DialogixDialogix Member Posts: 2

I mistakenly linked a personal bank account to my Wave account. Now I'm getting a jumble of personal transactions mixed in with my modest business data. How do I eliminate the personal transactions that have been transferred so far? How do I disconnect (deconnect? unconnect?) the linked personal bank account. Please help...
Dialogix

Comments

  • JamieDJamieD Administrator Posts: 1,156 admin

    Hey @Dialogix. In this situation, you will need to make sure that you go to the Bank Connections tab (Under Accounting) and remove the bank connection/stop the importing of that account if it's associated with a business bank account that needs to import successfully. As for the transactions that have already imported into Wave.. I'm afraid you will need to go to the transactions page itself, and sort through the personal transactions that don't need to be there (and delete them). Hope this helps!

  • DialogixDialogix Member Posts: 2

    Done!
    Thanks for letting me know!

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