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How to delete a CD

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robert

03 Mar, 2017 09:45 PM

Hello,
I would like to know if there is a way to delete a completed term CD. When I read the box alert, it stated it would remove all transactions associated with this account. My question is how do you handle this type of account when it is completed and will not be used again?

Thank you for your help
Bob Merritt

1. 1 Posted by robert on 03 Mar, 2017 09:54 PM

   

   This is Robert Merritt; My version of Moneydance is 2015.7 (1358)

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2. 2 Posted by TonyRI on 04 Mar, 2017 12:28 AM

   

   Hi Robert,

   Select the account that you want to remove (hide), then go to the menu item "Account > Edit Account", then check the box "Inactive", then "OK".

   On the Sidebar, right-click on the Account and select "Remove from Sidebar".

   Transactions associated with the CD will not be deleted, but the Account will be hidden. Should you need to recover the account, you can do so by selecting the "+" sign at the bottom left corner of the Application Window, then choose the account and click on the "Add" button (then activate it again...).
   Hope this helps,

   Tony
   (Not from Moneydance Support)

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3. 3 Posted by robert on 04 Mar, 2017 03:34 AM

   

   Hello Tony,

   I want to thank you for taking the time to give me the way to handle this. The action has been make and it worked out just as your help stated.

   Thank you again and have a great weekend...
   Bob Merritt

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4. 4 Posted by robert on 04 Mar, 2017 03:42 AM

   

   March 3, 2017
   Please close this discussion as I have my answer from Tony.
   Thank You

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5. Jenny closed this discussion on 04 Mar, 2017 01:27 PM.

6. robert re-opened this discussion on 05 Mar, 2017 03:54 AM

7. 5 Posted by robert on 05 Mar, 2017 03:54 AM

   

   Hello Tony,

   I want to thank you for your help. It worked just as you stated.

   Kind Regards,

   Bob Merritt

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8. Ian O closed this discussion on 05 Mar, 2017 10:56 AM.