When selected accounts exceed the current allowance, Institution can pause bank sync and offer a reduced selection. Choose the accounts to keep, then save the reduction or review Plans & Billing for your available capacity.
- Read the active account count and allowance shown for the company.
- Under Accounts to sync, clear accounts that no longer need to sync. The reduction mode allows you to keep eligible existing selections rather than add new accounts.
- Choose Save reduced selection and wait for Account selection saved. Refresh the access state before expecting sync to resume.
Removed accounts stop syncing, while historical activity stays available. Check the statements and reporting needs for each account before removing it from ongoing updates.
If the save control stays disabled
Confirm that the edited selection is genuinely smaller and still contains an account where the control requires one. A click that leaves the original selection unchanged is not a reduction.
If cleanup is running, wait for that state to finish before changing connections or syncing. Do not attempt to bypass capacity by creating another bank connection for the same company. The allowance applies to active accounts, not merely the number of connection panels.
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