jaradc
Level 3

Other questions

Well, being impatient, I just risked it all. It seems like it worked.

1. For Review, select all transactions, Exclude them all

2. On Excluded tab, select all excluded, delete

3. Pencil icon > Edit account info > Check "Disconnect this account on save"

4. Make sure no beginning equity balance exists for this account (so this doesn't show on financial reports)

5. Link account again