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How to Archive a Bank Account in Sumung

Archiving removes an account from your active Bank Accounts dashboard without deleting it. All historical data remains preserved and accessible.

Steps

  1. Open the account's "Manage" dropdown and click "Archive Account."
  2. Confirm the action.
  3. Turn on the "Archived" toggle on the Bank Accounts dashboard to view or restore archived accounts.

Good to Know

Archiving is reversible - it hides the account from day-to-day use, it doesn't erase its transaction history.

Related Articles

  • How to Restore an Archived Bank Account in Sumung
  • How to View Archived Bank Accounts in Sumung
  • How to Delete a Bank Account in Sumung

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