You may need to delete wealth items when they have been added in error or if they no longer belong to you/any of your team members.
NOTE: Deleting an wealth item will permanently remove all its historical information.
If the item is an account (such as a bank account, loan, credit card, portfolio, etc.), its transactions will also be deleted from the Cashflow. This action cannot be undone.
If you want to keep the item and it's historical information, yet remove it from your overall Net worth, you should 'Hide' the wealth item instead.
To delete a wealth item:
1. From your Dashboard, within the Net Worth area click 'View all'.
2. Change the 'Category View' filter to 'List View'.
3. Locate and click on the item you want to edit.
4. Within the Wealth item's details click 'Delete'.
5. A confirmation message opens. To permanently delete the item, click 'Confirm'.
NOTE: Deleting an item will permanently remove all its historical information. If the item is an account (such as a bank account, loan, credit card, portfolio, etc.), its transactions will also be deleted from the Cashflow. This action cannot be undone.
If you want to keep the item and it's historical information, yet remove it from your overall Net worth, you should 'Hide' the item instead.
6. Once deleted, the item is removed from your Portal and your Net worth overview is adjusted accordingly.