Can I restore an account I deleted by mistake?
Where to find it: ACCOUNTS and INVESTMENTS → View previously deleted accounts and loans that will not be updated → Restore
For an account previously imported from Wealthica:
1. Open ACCOUNTS and INVESTMENTS.
2. Click View previously deleted accounts and loans that will not be updated above the accounts table.
3. Find the account in the ignored-items list and click Restore on its row.
4. Return to ACCOUNTS and INVESTMENTS and update from Wealthica. Review the restored account and its holdings.
This removes the instruction to ignore that Wealthica account. Where its deleted MRA records are still present, the restore action also restores the account and its associated investments, allocations and investment rates.
For a manually entered account, the account editor does not provide an Undo or Restore control. The Wealthica ignored-items action applies to Wealthica imports.
Restore under SAVED RUNS & SCANS restores planning settings from a scenario; it is not a general undo of investment deletions. See ignored Wealthica accounts Help.