How do I exclude a bank account?

Keep reading to find out how to hide your account and/or delete your old bank account

Written by Roisin Allum
Updated this week

How do I exclude a specific account from my balance, transaction list and insights?

To exclude a bank account, just say "accounts" to Cleo and hit "view accounts" where you can toggle on and off accounts visibility by clicking the "account visible" button.

You can include this account at any time by going to the Spend tab, tapping "Manage accounts" and tapping the "Account visible" toggle. This will include the account in your balance, transaction list and insights.

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