De-syncing a bank account without removing the Financial Institution | CashMaster

De-syncing a bank account without removing the Financial Institution

We understand that your financial institutions may hold certain accounts that you don’t want to be used with CashMaster, while also including accounts that you DO want to use. We have included a nifty little feature for you to be able to turn off those unwanted accounts (i.e. Business accounts). Just hover the ‘Accounts’ tab and select ‘View All Accounts’

The next page that you arrive at will show you a list of the all accounts that are linked to the Financial Institutions that you’ve synced. 

at the very right of the account row will be a little “Sync Toggle”. Simply click on it to have the account syncing turned ‘on’ or ‘off’.