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🗑️ Deleting an Account

On the Overview tab, each account card has a red × next to the ✏️ edit button. Click it to delete that one account. A confirmation appears first — nothing is removed until you confirm.

What deleting removes: only this app's copies of that account's data — its parsed transactions (the cache/ files) and the statement PDFs this app saved in its statements/ folder. Other accounts are untouched.

What is kept: your original PDFs in your own read-only input folder are never touched — only the app's copies are removed. Your categories and rules are also preserved, since other accounts rely on them and you shouldn't lose your categorization work.

To re-add the account: drop its original statements onto the Drop More PDFs area on the Overview tab (or use + Add more PDF files in the Files tab). The app re-parses them and re-applies your saved rules automatically, so the account comes back already categorized.

Ready to try it? Explore the live demo — no signup, no upload — or start a free trial from the home page.

More guides

🚀 Getting Started✅ How Verification Works🎯 What Each Figure Counts🔖 Where Each Figure Came From🏷️ Categorizing Transactions🔧 How Rule Builder Works⚡ Handling Exceptions➕ Custom Categories🔧 Rule Syntax📊 AI Financial Report📄 Viewing Original PDFs🔒 Privacy & Security💡 Tips & Tricks❓ Troubleshooting🗂️ Files & Cleanup📁 Local Folder Structure
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