Will deleting and re-adding accounts erase categories, rules, and transactions?

If you’re thinking about removing and re-adding a financial account in Origin, here’s what you need to know about how it affects your data:

🧾 Transactions

When you delete an account, all transactions tied to that account will be removed from your Origin dashboard. Re-adding the account won’t restore those transactions — you’ll only get transaction history going back a limited time, depending on the provider.

🏷️ Categories

Any custom categories you’ve created will remain in your profile. However, categorization you’ve applied to transactions from the deleted account will be lost and won’t carry over when the account is reconnected.

⚙️ Rules

Rules you’ve set (like categorizing a specific merchant as “Groceries”) will stay in your profile. These rules may still apply automatically to new transactions when your account is reconnected — but in some cases, you might need to reapply or adjust them.

🔁 What to Expect When You Re-Add the Account

• The system treats it as a brand-new connection

• You may need to re-categorize or review transactions

• Your existing rules may auto-apply if the merchant info is the same