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Extensible Markup Language  |  2003-06-18  |  2KB  |  33 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="dlxbiz" tNum="288565" author="a-gabr" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Delete an investment account from your lifetime plan</title>
  6.         <category>lifeplan</category>
  7.         <klink type="prcdr">How do I delete an investment account from my lifetime plan?</klink>
  8.     </index>
  9.     <content>
  10.         <p variant="impt">Deleting an investment account will permanently remove it from your Money file, along with all the transactions and contributions associated with it.</p>
  11.         <ol>
  12.             <li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
  13.             <li>In the left pane, click <emph>Savings & Investments</emph>, and then click <emph>Accounts</emph>.</li>
  14.             <li>Click the account you want to delete, and then click <emph>Delete</emph>.</li>
  15.             <li>Click <emph>Yes</emph> to confirm the deletion.</li>
  16.         </ol>
  17.         <p variant="note">All transactions and contributions associated with the account will also be deleted.</p>
  18.     </content>
  19.     <footer>
  20.         <extend>
  21.             <tease>What if I just want to remove the investment account from my lifetime plan?</tease>
  22.             <reveal>
  23.                 <p>Don't delete it; that will remove it from the account register as well. Instead, select the <emph>Exclude from Lifetime Plan</emph> check box to remove it from your forecast.</p>
  24.             </reveal>
  25.         </extend>
  26.         <p><klink type="auvid" href="mnrefSpecialAvi09"/></p>
  27.         <include href="AddanewinvestmentaccounttoSavingsInvestments.xml#xpointer(*/index/klink)"/>
  28.         <include href="ChangeinformationaboutaSavingsInvestmentsaccount.xml#xpointer(*/index/klink)"/>
  29.         <include href="LearnaboutthePlannersSavingsInvestmentsAccountsplace.xml#xpointer(*/index/klink)"/>
  30.         <include href="TroubleshootSavingsInvestments.xml#xpointer(*/index/klink)"/>
  31.     </footer>
  32. </topic>
  33.