Sometimes, you need to simplify your workspace and focus only on the accounts that matter. That’s where archiving comes in. With Bujeti, you can easily archive any account you no longer use, without losing access to its transaction history.
What Happens When You Archive an Account?
Before you proceed, here’s exactly what archiving means in Bujeti:
Funds are automatically transferred: Any remaining balance is liquidated and moved into your main Bujeti account.
The account becomes inactive: You won’t be able to send or receive funds from the archived account.
Transaction history stays accessible: All past transactions remain available for your records, audits, and reports.
Archiving helps you keep your dashboard clean while preserving your full financial history.
How to Archive an Account
Step 1: Go to the Accounts Tab
From your Bujeti dashboard, click on Accounts in the left-hand menu. You’ll see all your accounts listed, including Bujeti accounts, subaccounts, and external accounts.
Step 2: Locate the Account to Archive
Scroll through the list or use the search bar to find the account you want to archive. Once located, click on the three-dot menu (⋮) next to the account name.
Step 3: Select Archive Account
From the dropdown menu, click Archive Account. A confirmation dialog will appear to ensure you want to proceed.
Step 4: Confirm Archiving
Click the red Archive button to finalize the action. The account will disappear from your active list but remain available for reference.
How to Access Archived Account History
You can still view transaction history for any archived account at any time.
Step 1: Go to Accounts
Navigate back to the Accounts tab on your dashboard.
Step 2: Search for the Archived Account
Enter the archived account’s name into the search bar. Archived accounts will still appear in search results. You can also use the Status filter to display only archived accounts, making it even easier to locate them.
Step 3: View Transaction History
Click on the three-dot menu (⋮) beside the archived account and select View Transfers to instantly access its transaction history.
Need Assistance?
If you have any questions or encounter any issues, feel free to reach out to us anytime at [email protected]. We're always here to help!