How to archive an old, unused account?

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3 comments

  • Waqas Jamshed

    Thanks Pawel. Great way to organize unused accounts but there should still be an option to de-activate unused accounts rather than putting them in a different group. 

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  • David Avilez

    Good morning. In my case I set an account for my credit card, unfortunately I set the account in USD instead of my local currency (HNL). Is there any option to reset or set my account on my local currency?. When I try to change the currency doesn't allow me to do it. What I did was create a new credit account with same name + number 2, is there any option to merge them?

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  • Waqas Jamshed

    Hi David. You will not be able to change the currency on an existing account if it has transactions in it. In order to change the currency type, you will need to delete all the transactions on the account. Once the account is empty, double click on the account name. An edit window will popup. There should be a 3 letter currency code in front of the Credit Limit label, click on it to change currency type. 

    I hope this helps. 

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