7 Replies

Hello Stanley,

Please can you go to Money > Bank Accounts > All. There will be a list of bank accounts for your business.

When you click on the pencil icon for the account which has a zero balance, you will be able to see an archive button. This will put the account to the archived section.

Regards,

Vanish

Hi Stanley,

Head to Money>Bank accounts and click on the edit icon (just to the right of the current balance figure) beside the appropriate name. Click on the Settings link In the box on the right hand side. You can then choose to Archive the account (hides it from the Money>Bank accounts menu), and also to remove from the widget on the dashboard.

I forgot to ask - can it be un-archived if needed in future?

Yes indeed - An Archived accounts button will appear on the Money>Bank accounts menu to allow you to un-archive accounts.

Hi John,

I am in this screen now and I get the ability to edit what I see as an unrelated bank account at the bottom of the page so am a little hesitant to start fiddling. In fact when I try to edit and add any info to my individual bank accounts I get the same name appearing at the bottom.

Thanks
Stanley

I'm not quite sure which menu you are on - is this having clicked on the edit icon on the Money>Bank accounts menu? Which fields can you see to update?

Hello Stanley,

Please can you go to Money > Bank Accounts > All. There will be a list of bank accounts for your business.

When you click on the pencil icon for the account which has a zero balance, you will be able to see an archive button. This will put the account to the archived section.

Regards,

Vanish

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