Disconnect a bank

Disconnect a bank to stop syncing it in the current budget file. Your accounts and transactions stay.

Steps

1. Select Linked banks in the sidebar (on a phone, select More, then Linked banks).
2. On the bank's card, select Disconnect.
3. In the Disconnect this bank? dialog, select Disconnect. Select Cancel to keep the bank connected.

What happens

• The bank's accounts in this budget file become ordinary accounts. Their transactions, balances, notes, groups and reconciled marks stay. They stop syncing and no longer show a bank status.
• The list of recent syncs on the bank's card no longer shows those accounts.
• Pending transactions stay pending, because nothing reports on them any more. You can mark them Cleared or delete them.
• If no other budget file uses the bank, the connection to the bank also ends. The bank moves to Disconnected (N) at the bottom of Linked banks and stops counting toward your plan's bank limit.
• If another of your budget files uses the bank, the dialog says "This bank is also connected in another budget". The bank stays connected there.

A Balance-only account keeps its last balance after a disconnect and offers Track by hand on its settings page.

Use the bank again

1. Connect the bank again.
2. In Choose accounts to import, for each bank account, choose your old account under Match to existing account.
3. Select the button at the bottom, such as Import 2 accounts.

If you choose Import · on budget or Import · off budget instead, Good Steward creates new accounts, and your old accounts stay without a bank link. A Checking / savings account with a name such as "Savings" starts on Import · off budget, so check every row. See Choose which bank accounts to bring in.