How Do I Delete My Contacts?

To remove a contact, please follow these instructions:

1) Click on Manage across the top of the page.

2) Click the Contacts tab and this will bring you to your contacts page.

3) Find the Contact that you would like to delete and click on it to edit the contact.

4) Click Delete to delete this contact. 


PLEASE NOTE: Contacts can only be deleted if they don't have any transactions associated with that contact name. The only way to delete a contact with transactions is to either:

1) Edit the transactions for that Contact to a different Payee name.

2) Delete the transactions for that contact.

Once a Contact has no transactions, refer back to the original instructions to delete the contact.

Have more questions? Submit a request


Powered by Zendesk