Wells Fargo: Remove Unwanted Accounts and Their Transactions

If you connected Wells Fargo and accidentally shared extra accounts, you don’t need to delete your business or start over.

Due to a limitation with Wells Fargo’s Plaid connection, accounts you didn’t intend to share can still appear in Digits. The cleanest fix is to stop Digits from syncing history for the unwanted accounts—this removes their transactions from your books.

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Archive & Delete the Unwanted Accounts

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Step 1: Archive the Unwanted Connection

1. Go to Connections
2. Locate the Wells Fargo connection and click Manage
3. In the left panel, select the individual account you want to remove.
4. Click Archive and confirm.
5. Repeat for each unwanted account.

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Step 2: Delete the Unwanted Account

Deleting is permanent and cannot be undone. Make sure the account is one you want fully removed before confirming.

1. After archiving, select the same account again in the left panel.
2. Click Delete and follow the prompts to confirm.

See: Archive and Delete a Connection for full instructions.

What happens next?

• All existing transactions from those accounts are removed from the Ledger
• Those accounts will no longer impact cash balances or reports (including the P&L)
• You can keep moving forward—no reset required

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Frequently Asked Questions

Will the accounts still show up in Digits?

They may still appear under the Wells Fargo connection, but with no transactions syncing, they won’t affect the Ledger or reporting.

Do I need to delete and reconnect Wells Fargo?

Usually, no. The Historical Data Sync approach is the quickest way to clean things up without restarting.

Are those transactions “visual only” or are they in the books?

If transactions were imported, they are part of the Ledger until removed. After you apply the steps above, Digits removes them so they no longer affect your books or reports.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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