This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
If you create new bank account, you might want to reflect this in MoneyWiz. Given that the old account is not needed anymore, you might want to delete the old account.
In most cases you do not want to delete that old account!
Deleting an account would delete all account-related objects, like transactions stored in side. This includes transfer transactions that would be deleted from both accounts, affecting your other accounts' balances.
Instead of deleting old accounts, we recommend archiving an account. To archive an account, please create an account group for your inactive accounts (it might be just one group for all inactive accounts or a group per institution) and put your inactive accounts there. The account group name does not matter - you can pick any that you want.