The REI Hub system allows users to mark bank, credit card, and loan accounts that are no longer being used as 'inactive.' After being marked inactive, an account will no longer be displayed on the Banking or Loans page and will not appear in the relevant transaction screen drop-down menus. This helps maintain your focus on your active accounts and reduces visual clutter.
Marking an account as inactive does not impact its financial activity — no historical transactions are affected. Similarly, reports are not affected by this action.
To view inactive accounts, click the Filter in the top right corner on the Banking and/or Loans page and select 'Show inactive accounts.'
To Mark a Bank Account as Inactive
1) Navigate to the bank account in question
Click on Accounts on the left menu.
For bank or credit card accounts, select the Banking page.
2) Click the edit pencil next to the account
3) View inactive accounts via the Filter
Click the Filter button in the top right corner.
Check the box to show inactive accounts, and then click Update Filter.
To Mark a Loan Account as Inactive
1) Navigate to the loan account in question
Click on Accounts on the left menu.
For loan accounts, click the Loans tab.
2) Click the edit pencil next to the account
Check the 'This account is inactive' box at the bottom of the dialogue box, then click save.
3) View inactive accounts via the Filter
Click the Filter button in the top right corner.
Check the box to show inactive accounts, and then click Update Filter.
Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.