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How to Archive an Account on Bujeti

Archiving a Bank Account on Bujeti.

Samy avatar
Written by Samy
Updated over 3 weeks ago

Archiving an account on Bujeti removes it from your active accounts view without deleting transaction history. This is useful for accounts tied to completed projects, former team members, or outdated financial structures. Archived accounts means deleting an account and cannot be restored


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.


Step 1: Log into your Bujeti Dashboard and click on "Accounts" in the left sidebar navigation

  • You'll see the Accounts page displaying all your active accounts

  • Browse through your accounts list to find the account you want to archive and select the three-dot menu (⋮) on the right side of the account

  • Click on "Archive account" (displayed with a red archive icon)

Step 2: A confirmation modal will appear with the title "Archive account" and the message:

"Are you sure you want archive this account?"

The modal includes two buttons:

  • Cancel – Return to accounts without archiving

  • Archive – Confirm and proceed with archiving (red button)

    • Review the account details one final time

    • Click the "Archive" button (red) to confirm

Warning: This action is irreversible. Archived accounts cannot be unarchived and cannot be used for sending or receiving transactions.

Double-check before proceeding, as archiving an account effectively means deleting it.


How to Access Archived Account History on Bujeti

Step 1: Log into your Bujeti Dashboard

  • Click on "Accounts" in the left sidebar navigation

  • On the Accounts page, look to the right of the "Search" bar and search for the name of the archived account

OR

  • Click on the "Status" filter button (displayed with a funnel icon)

  • A dropdown menu will appear with status options:

  • Click on "Archived" to filter the accounts list

Your accounts list will now display only archived accounts, making them easy to identify and access.

Step 3: To view transaction history and account details:

  • Locate the archived account you want to review

  • Click on the three-dot menu (⋮) on the right side of the account card

  • A dropdown menu will appear with several options:

    • View transfers – Access transaction history

    • See account details – View full account information

    • Generate account Statement – Download historical statements

Note: Archived accounts usually show a zero balance since funds must be transferred out before archiving. However, the historical balance and all past transactions remain in the system.

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!

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