Disconnect bank connection

What is this?

With Disconnect bank connection you end the automatic PSD2 link between Chorilo and a bank account. After disconnecting, no new transactions are fetched — but transactions already imported and all manual entries remain unchanged. The authorization with your bank is also revoked.

Typical reasons for disconnecting:

• Bank change — you switch to a different bank and close the old account
• Account closure — the club gives up the account
• Switch to a new account at the same bank (e.g. business account instead of club account)
• Temporary disconnect for troubleshooting
• Before archiving or deleting a Chorilo account

How to disconnect a bank connection

1. Open Administration > Cashbook > Accounts > Bank connections.
2. Click the connection to disconnect.
3. Click Disconnect in the actions menu.
4. Confirm in the dialog — Chorilo warns you that no new transactions will be fetched afterwards.
5. Done. The connection ends immediately, the account is removed from the Bank connections area.

What happens after disconnecting

• Bank transactions already imported remain as entries on the account.
• Reconciliation status is preserved — reconciled entries stay reconciled.
• Account balance does not change.
• Automatic synchronization stops immediately.
• PSD2 authorization with the bank is revoked — you do not have to additionally sign out in online banking.
• Manual entries remain possible on the account.

Permission

You need cashbook.edit to disconnect a bank connection.

Tips

• Always disconnect before an IBAN change — an old connection with a new IBAN leads to sync errors.
• Check before disconnecting that all bank transactions up to today are imported — possibly run a sync beforehand.
• Document in the account description why you disconnected — e.g. "Account closed on 15.04.2026".
• For temporary disconnects remember that bank transactions are missing as long as the connection is gone — you may have to back-fill these via CSV later.