This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free
All Tutorials /Xero

How to Remove a Bank Account From the Dashboard in Xero

Updated on:
May 12, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to hide a bank account from your Xero dashboard.

Quick summary

You can remove a bank account from the Xero dashboard by navigating to Accounting > Bank Accounts and unchecking the Show Account on Dashboard option for the relevant account. This keeps your dashboard clean by displaying only the bank accounts most relevant to your workflow.


Steps

  1. On Xero's main dashboard, click Accounting in the top menu bar.
  2. Select Bank Accounts from the dropdown list of options.
  3. Find the bank account you want to remove and uncheck the checkbox next to its Show Account on Dashboard option.
  4. The selected bank account will no longer appear on your main Xero dashboard.

📌 Why this matters

Keeping your Xero dashboard uncluttered is essential for fast, accurate financial oversight. The ability to remove a bank account from the Xero dashboard lets businesses display only the accounts relevant to their daily operations, reducing visual noise and the risk of errors. This simple setting helps finance teams and small business owners customize their Xero workspace without deleting or archiving any account data. It is a key dashboard management feature for anyone maintaining multiple bank accounts inside Xero.
Your product deserves an interactive demo
Start free
Similar Articles
Xero

How to Unlock Accounts in Xero When the Password is Forgotten

Madhav Bhandari
Director of Marketing @ Storylane
Xero

How to Record an Overpayment in Xero

Madhav Bhandari
Director of Marketing @ Storylane
Xero

How to Cancel the Xero Free Trial Subscription

Madhav Bhandari
Director of Marketing @ Storylane
No items found.
Platform
Interactive Demos
Sandbox Demos
Buyer Hub
RepX
Integrations
Solutions
Product Marketers
Growth & Demand Gen
Sales Reps & AEs
Presales & SEs
Customer Success
Product Managers
Customers
Demo Showcase
Customer Stories
Finer Demos Club
Features
Demo Signals
Personalization
Deal Intelligence
Resources
Blog
The Plot
Tutorials
Events & webinars
Help Docs
What’s New
Demo Dundies
Company
Careers
Pricing
Partners
Contact
Trust Center
Backed by
Chrome Extension Icon
Chrome extension
Download
Desktop app
Download
Built in San Francisco Bay Area - ©2026 Storylane
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it