Did you know you can hide an account in CNBudget Central? This is helpful when you have an account linked that you don’t want displayed, but you also don’t want to delete the account site. For example: a savings account you have for your child at a site that also has two checking accounts for you.
How: From the ‘CNBudget Central’ tab, go to the ‘Manage Accounts’ menu and select ‘Manage Sites and Accounts’. Locate the account you want to hide and to the right of that account in the ‘Action’ column, select ‘Deactivate Account’. Confirm the account you want to deactivate by clicking ‘Deactivate Account’. Once deactivated, the account will no longer appear in the application and will not be included in the net worth calculation. Historical data and login information will remain.
Remove an Account Site from CNBudget Central
Using Search when you Link an Account in CNBudget Central
Giving a Nickname to an Account in CNBudget Central
Additional information about CNBudget Central
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.