Archive - How can I 'Close' an Account?

This is an archived document. Please refer to the more recent knowledge base articles on this page

If have closed a bank account, or have categories you no longer have use of, you can mark these accounts as “Inactive” to prevent them from being shown in drop down lists in account registers.

Inactive accounts/categories are still accessible from reports, and can be unmarked as Inactive (ie, returned to active use) at any time.

inactive_acc.png

To mark an account as inactive, go to the Tools --> Accounts menu, and select the desired account. In the window that opens, check the “Inactive” button. Please note, this item is distinct from the “Hide on Home Page if balance is zero” option.

The process is very similar for categories, you can select Tools --> Categories, and select the relevant category and click 'Edit'. Then enabled the 'Inactive' option in the category window that opens.

inactive_cat.png

Please note, this option is not available in Moneydance 2010 or earlier.

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