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problem closing forward accounts

Posted: Mon Jan 11, 2021 4:12 pm
by libraio
I'm having trouble with term accounts.
Upon expiry I would like to delete them, but involving other accounts (transfer, accrued interest, etc.) if I delete the term account folder, all the items involved in other accounts are deleted.
Is it possible to delete only the closed term account folder, without interfering with the other accounts involved?
Thanks and best regards

Re: problem closing forward accounts

Posted: Mon Jan 11, 2021 7:42 pm
by whall3y
Have you considered just closing the account? In the view options you can then make only open accounts visible.

This way you have full historical movement tracking with the home page / account views un-cluttered.

Re: problem closing forward accounts

Posted: Wed Jan 13, 2021 11:20 am
by libraio
Problem solved with your help.
Many thank's