Deleting your account

Request account deletion, the 14-day grace period, how to cancel, and exactly what is permanently removed.

5 min read

On this page

Request account deletion
Confirm via the email link
What happens during the 14-day grace period
Cancel before the scheduled date
Confirm it worked
Troubleshooting
Related guides

Deleting your BankSync account is permanent and removes everything you own, so it is deliberately a multi-step process with a grace period and email confirmation. This is different from deleting a single workspace: account deletion takes down every workspace you own plus your login itself. If you only want to remove one workspace, see the workspace guide linked at the end.

Requesting account deletion with the confirm-by-typing safeguard.

This is permanent after the grace period

Once the 14-day grace period ends, deletion runs and cannot be undone. Every workspace you own is deleted (its banks and provider credentials, feeds, integrations, API keys, and client portals), any active subscription is cancelled, your memberships in other people's workspaces are removed, and your profile and login are erased. Data you already synced to external services (Google Sheets, Notion, a database, and so on) is not affected.

Before you start

Cancel any active subscription first. If a workspace you own has an active or trialing subscription, the Delete My Account button stays disabled and BankSync shows a "Cancel your subscription first" notice. Cancel it from Settings, Billing before you continue so you are not charged during the grace period. You should also decide what happens to workspaces you own: deleting your account deletes them outright, so transfer ownership to a teammate first if anyone else needs to keep them.

Request account deletion#

The control lives in your User Profile, under the Account tab (shown in red).

Open the Account tab and request deletion

Open your User Profile
Click your profile in the top navigation to open the User Profile dialog.
Switch to the Account tab
Click the red Account tab. You'll see "Delete Account" and a list of exactly what will be removed: the workspaces you own (by name), your membership in any other workspaces, and your user account, profile, and login credentials.
Cancel subscriptions if prompted
If a "Cancel your subscription first" notice appears, the Delete My Account button is disabled. Go to Settings, Billing, cancel the subscription, then return to this tab.
Click Delete My Account
A confirmation panel opens asking you to type your email address and the exact phrase to confirm.
Type your email and the confirm phrase
Type your account email, then type the phrase exactly as shown. The Request Deletion button stays disabled until both match.
Click Request Deletion
A "Deletion Requested" toast appears telling you to check your email, and the tab switches to the pending state.

The exact confirm phrase

In the second field you must type DELETE MY ACCOUNT in capitals, exactly. If it does not match you'll see "Please type "DELETE MY ACCOUNT" exactly", and if the email field does not match your account email you'll see "Email address does not match".

Confirm via the email link#

Requesting deletion does not schedule anything on its own. You must click the link in the confirmation email.

Confirm the request

Open the confirmation email
BankSync sends a confirmation email to your account address. The Account tab also reminds you it was sent.
Click the confirmation link before it expires
The confirmation link is valid for 72 hours. Clicking it schedules the deletion.
Note your scheduled date
After confirming, the tab shows "Account Scheduled for Deletion" with the exact date your account and workspaces will be permanently removed, 14 days out.

What happens during the 14-day grace period#

After you confirm, there is a 14-day window before anything is deleted. Your workspaces stay fully functional the whole time, so feeds keep syncing and the app works normally.

Stage	What it means	Status shown
Requested	You submitted the request, confirmation email sent, nothing scheduled yet	Deletion Requested (pending)
Confirmed	You clicked the email link, deletion is scheduled for a date 14 days out	Account Scheduled for Deletion
Reminder	BankSync emails you a reminder a few days before the scheduled date	Account Scheduled for Deletion
Processing	The scheduled date passed, your data is being removed	Account deletion in progress
Done	Everything below is permanently deleted	Account no longer exists

What gets deleted when the grace period ends:

Every workspace you own

Each owned workspace cascades like a workspace deletion: connected banks and their provider credentials, feeds, integrations, API keys, and client portals are all removed.

Active subscriptions

Any active subscription on a workspace you own is cancelled as part of deletion.

Your memberships

You are removed from every other workspace where you were a member. Those workspaces themselves are not deleted.

Profile and login

Your user account, profile, and login credentials are erased. You will be signed out.

Cancel before the scheduled date#

You can stop the deletion at any time before the scheduled date, and it takes effect immediately.

Cancel a pending or scheduled deletion

Open the Account tab, or use the cancel link in the email
In the Account tab, a pending request shows a Cancel Request button and a scheduled request shows a Cancel Deletion button. The reminder and confirmation emails also include a cancel link.
Click Cancel
A "Deletion Cancelled" toast confirms it.
Check the tab returns to normal
The Account tab returns to the default "Delete Account" state, meaning there is no longer an active request.

One active request at a time

You can only have one active deletion request at a time. Requesting a second while one is active is rejected with an "already exists" error. Cancelling clears the current request, and you are then free to start a new one whenever you like.

Confirm it worked#

After requesting, the Account tab shows Deletion Requested and tells you to check your email.
After clicking the email link, the tab shows Account Scheduled for Deletion with a specific date and a Cancel Deletion button.
After cancelling, the tab returns to the default Delete Account state with no scheduled date.
When deletion finally runs, the app shows Account deletion in progress and signs you out; afterward your login no longer works.

Troubleshooting#

Common issues

Delete My Account is greyed out: a workspace you own still has an active or trialing subscription. Cancel it from Settings, Billing, then come back. Request Deletion stays disabled: your email or the confirm phrase does not match exactly (the phrase is case-sensitive). The confirmation email link does nothing: it expired after 72 hours, so start a new request. "Already exists" error: you already have an active request, so cancel it first if you want to start over. Nothing happened after the scheduled date: processing can take a few minutes; the tab shows "Account deletion in progress" while it completes.

Delete a single workspace instead

Deleting a workspace: remove one workspace instead of your whole account (note: that flow has no grace period).
Workspaces and team members: transfer ownership with the crown icon first if your team should keep a workspace you own.
Managing your plan and billing: cancel an active subscription, which is required before you can request deletion.