If you connected a client’s Wells Fargo login and extra accounts were included (personal, legacy, or unrelated accounts), you don’t need to restart onboarding or rebuild the books.
Due to a limitation with Wells Fargo’s Plaid connection, unwanted accounts may still appear in Digits. The cleanest fix is to stop Digits from syncing history for those accounts—this removes their transactions from the Ledger and prevents them from impacting reporting.
Go to Firm Dashboard → Client → Connections
Locate the Wells Fargo connection and click Manage
In the left panel, select the individual account you want to remove.
Click Archive and confirm.
Repeat for each unwanted account.
Deleting is permanent and cannot be undone. Make sure the account is one you want fully removed before confirming.
After archiving, select the same account again in the left panel.
Click Delete and follow the prompts to confirm.
See: Archive and Delete a Connection for full instructions.
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
They may still appear under the Wells Fargo connection, but with no transactions syncing, they won’t affect the Ledger or reporting.
Usually, no. The Historical Data Sync approach is the quickest way to clean things up without restarting.
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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