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Frequently Asked Questions

Why are my account transactions all mixed up?

By default, we load all your available accounts and transactions. You may view transactions for a single account by selecting the account you wish to view.

If you have accounts that need to be hidden, this may be completed in the Settings option found at the top right-hand corner or bottom left-hand corner of the screen. Please select Baker Boyer from the accounts, and then select the account you would like to change. You may also remove the 'transactions' card from your Dashboard.

View the video and step by step guide on Customizing Your Access for more information.