How do I hide an account in MoneyBrilliant?

At times you may wish to “hide” an account and its transactions. This means the account will not be presented in the Accounts screen or other MoneyBrilliant features and the transactions from this account will not be visible or affect any of the calculations in any of your priorities including your budget, safe spending and spending reports.

To do this, navigate to the Accounts screen.

Mobile –

Touch on any account for the bank or financial institution you wish to remove. This will take you to the account Details screen. Touch the settings icon in the top-right corner of the screen.

account-details

This will navigate you to the Connect Service screen for your bank or financial institution. To the right of the account you wish to hide, drag the green bar to the left. Once the button is switched off your account will be hidden. You can always unhide your account at any time by dragging the bar to the right.

connectedservice

Desktop –

From the Accounts screen or Net Worth select the account you wish to hide. From the top right-hand corner select Edit Account. Mark the box beside Hide Account and select Save. This will hide your accounts. At any time you can go back and unhide your account.

Alternatively, if you are hiding more than one account you may wish to go through the Manage Connected Services link under your accounts in the My Accounts screen.

myaccounts

To the left of the account you wish to hide, drag the bar to the right. Once the button is switched off your account will be hidden. You can always un-hide your account at any time by dragging the bar to the left.

manageconnectedservices