Delete an associated cash account

Delete an associated cash account

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Investments, and then click Holdings View in the left pane.

2 Click the associated cash account you want to delete, and then click Delete.

When you delete an associated cash account, the Account field for all transfers (To move money between accounts. You can enter a transfer by clicking the Transfer tab in the Account Register. You only need to enter the transaction once, and it will be recorded in both accounts. You can also enter a transfer by using the special category ôtransfer.ö) to or from it will be blank. You might receive an alert message warning you that this field will be left blank.

Important

If the associated cash account contains transactions, deleting the account is not advised.

How do I have Money alert me when the Transfer field is left blank?

How do I create an associated cash account?

Why use associated cash accounts?