Deleting a Fund

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LWA-Chino
Posts: 2
Joined: Tue Mar 07, 2017 2:09 pm

Deleting a Fund

Post by LWA-Chino »

Several years ago, I created fund 99 as a test fund. I added several transactions to test it. But it was never used with live data.
The accounts associated with it have been deactived.
But I now I want to delete all accounts and fund 99 but can't because it has data.
How can delete the fund and it's associated accounts?

NeilZ
Posts: 10420
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: Deleting a Fund

Post by NeilZ »

LWA-Chino wrote:
Mon Jan 06, 2025 1:48 pm
Several years ago, I created fund 99 as a test fund. I added several transactions to test it. But it was never used with live data.
The accounts associated with it have been deactived.
But I now I want to delete all accounts and fund 99 but can't because it has data.
How can delete the fund and it's associated accounts?
Unfortunately, its not an easy thing ... a lot depends on how old that 'fund' is. Here's a link to a previous thread on this subject:

viewtopic.php?f=3&t=28298
Neil Zampella

Using PC+ since 1999.

LWA-Chino
Posts: 2
Joined: Tue Mar 07, 2017 2:09 pm

Re: Deleting a Fund

Post by LWA-Chino »

Thanks NeilZ for your help.

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