Page 1 of 1

Delete account without affecting other accounts

Posted: Sat Jul 30, 2022 10:57 am
by scgf
I often create virtual accounts within MMEX - for budgeting purposes. I was recently putting money aside for some work on my house so I created an account for it. I transferred money into it without reconciling the transfer. In this way my balance and the reconciled balance with my bank is accurate. It works really well until I have used the funds set aside and transferred them back to my main account leaving the virtual account, or pot, at £0. So far so good. I then delete the account and notice that the balances elsewhere are all over the place - clearly previous transfers are deleted too.

What I would like to happen is that I can delete the account with a £0 balance and nothing that has happened previously is affected. Currently I have to mark the account as closed and choose 'view' options to only see open accounts, but the account still exists. I have dozens of 'closed' accounts all taking up space in the database.

Re: Delete account without affecting other accounts

Posted: Tue Aug 09, 2022 7:26 am
by dbolton
Hmm. I agree messing up balances when you delete an account isn't good. I wonder why it would mess them up. Do your 'temporary' accounts include transfers back and forth with more than one account?

It doesn't take much disk space to keep old accounts. There is some visual clutter though.

Re: Delete account without affecting other accounts

Posted: Tue Aug 09, 2022 8:07 am
by scgf
Yes, often there is movement between various accounts. It's not just the 'dummy' accounts either. Any old account causes the same problem when deleted. I've just tried deleting an account which hasn't been used in a couple of years and my credit card balance in MMEX increased by a couple of thousand pounds. My workaround is the mark the un-needed accounts as 'closed' and in MMEX view options I select to only see open accounts. It works, but I'm not happy! I wish there were an option to close an account without affecting other accounts - I've done the necessary actions to reduce the balance to zero so there shouldn't be a knock-on effect.

Re: Delete account without affecting other accounts

Posted: Tue Aug 09, 2022 12:12 pm
by whall3y
Maybe it is worthwhile considering adding an option when deleting an account to convert transfers into withdrawals/deposits in the associated accounts.