How do I delete an account?
Where to find it: ACCOUNTS and INVESTMENTS
Open ACCOUNTS and INVESTMENTS and edit the account’s properties. Use the Delete control on the account form and complete the confirmation. Deleting the account also deletes its investments.
If deletion is unavailable, read the associated entries shown on the form. An automatic saving or withdrawal, a loan, a Home Buyer’s Plan or another linked entry can prevent deletion. Edit or remove the relevant link first, then return to the account. Do not delete an unrelated financial entry merely to bypass the restriction.
For an account imported from Wealthica, deleting it also records that it should not be imported again automatically. To bring it back later, remove it from the list of accounts and loans ignored from Wealthica, then update from Wealthica.
Deletion cannot be undone through the account editor. If you only want to try a different portfolio, consider a MOCK account or a saved scenario before removing current data.