Mortgage payoff and account removal question

Spreadsheets Microsoft Excel
1

If I have paid off a mortgage, and the balance is now going to remain $0, I would like to remove the associated account so it’s not pulling the $0 balance via Yodlee. I don’t have any other accounts at that institution. My question is, if I just remove the account, will that impact any historical balances? I want to keep all the historical payment information in transactions, even though the account is no longer being queried.

Thanks for any confirmation one way or another.

2

@prome

You will be ok if you unlink the account. Your data remains in your spreadsheet and in the Tiller database. If you remove your account, your data remains in your spreadsheet, but is removed from the Tiller database.

Unlink Help Guide

Remove Help Guide

4 Likes
3

Thank you for the quick response! Much appreciated.

1 Like