Remove finance acccount

litechforce

Hello,

Under the "accounts" option on the left menu under Finance, I cannot see how to remove an account, only add one.

I'd like to request a feature to remove the account.

johnny

The account needs to have a 0 balance before you can remove it. My suggestion is to transfer the money to some other account before removal.

litechforce

Ok, that worked.

I'd like to request a feature to be able to just edit the finance account and be able to set the amount.

wrongecho

litechforce That's not quite how finance works. You can choose the starting amount and then increase / decrease with payments / expenses.

JosephWithCOR

@litechforce Is what you are you wanting is the ability to create a journal entry to square up an account?

johnny

@JosephWithCOR I like the idea of a journal entry.

@litechforce

Perhaps creating a revenue (Income) or expense then giving it some sort of category like NULL Void to void it in tax season. In the description field you could give it a clear explanation why you are doing what your are doing.

This could also apply to transfers.

Balancing books can be difficult if you don't keep up with it or you got money going in and out in many different payment providers. I get it.