If you would like to disconnect your bank connection without losing your transaction history you will need to convert the connected account to a manual account.
To convert to a manual account:
- Go to the Accounts screen
- Click the card of the account you want to convert.
- Click the three dots in the upper right-hand corner of the screen.
- Click the name of the Institution under the Account name
- Scroll to the bottom of the Institution Settings screen, click Convert to Manual, and follow the prompts.
If you decide to establish a new Plaid connection with this institution, you can do so without interfering with the manual account.