Connected the wrong account? Or maybe your personal card snuck into stub by mistake? No stress, you can remove the bank account and clear out any personal transactions in just a few clicks.
Why you should remove personal accounts
- Keep business and personal separate: personal spend in your books makes reports messy and can skew profit.
- Accurate tax: SARS doesn’t care about your grocery bill, and neither should your Profit & Loss.
- Clean reporting: removing personal data keeps your Balance Sheet and P&L focused on the business only.
If personal spend is left in, your reports won’t show a true picture of business performance.
How to remove a personal bank account in stub
- Go to Settings → Bank Accounts.
- Click into the bank account you want to remove.
- Toggle it off.
- Delete the account if you no longer want it connected.
How to delete the related transactions
- Go to Income or Expenses.
- Use the Filter by account option to find transactions linked to the personal bank account.
- Select all those transactions.
- Click Delete.
Tips for keeping things tidy
- Double-check before deleting: once gone, those transactions can’t be recovered.
- Separate early: connect only your business bank accounts to avoid mixing personal and business spend.
- Weekly review: scan your transactions so you catch accidental personal imports quickly.
Once the personal account and its transactions are removed, your books are clean again, just business, no distractions.