Deleting accounts
Bill Wohler
wohler at newt.com
Wed Feb 5 09:10:55 CST 2003
While we're on the subject of closing books at year end, I'd also like
to talk about actually deleting accounts (for bank and mutual fund
accounts that have been closed and expenses that are no longer
applicable).
Related factors include:
1. After this particular year, I'll be creating a new file in any
case.
2. I won't be interested in saving the income and expense data, except
where impacted by #3.
3. I will be interested in saving the mutual fund and stock history.
I once deleted an account and noticed all of the transactions were
moved to the Equity account. This isn't what I had in mind (although
it gives me the idea that simply reparenting the account under Equity
might be a way of "hiding" it).
What procedures would folks recommend?
--
Bill Wohler <wohler at newt.com> http://www.newt.com/wohler/ GnuPG ID:610BD9AD
Maintainer of comp.mail.mh FAQ and MH-E. Vote Libertarian!
If you're passed on the right, you're in the wrong lane.
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