Close an account?

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  • Question
  • Updated 6 months ago
I have a bank account that we no longer use and have closed. How do I delete or hide it from my accounts view? Thanks.

Loving EEBA!!! Now if you could just find a way to implement a reminder for my wife to enter transactions when she writes a check or uses her debit card! lol
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jackh113

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Posted 8 years ago

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jackh113

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Nevermind. Found it. Duh.
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jackh113

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And the wife told me to post that she is getting better about recording transactions. lol She really is.
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Audrey Chau

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Great job figuring out how to delete the account. And I hope that EEBA continues to help you and your wife to budget together well!
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Jan

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7 years and this isn’t a feature yet? Please give us the ability to close or hide an account or envelope. Thanks!
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Karisa Russell, Official Rep

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Hi Jan, 

Sorry for the confusion! Currently, you can close / delete an Account when you don't need it anymore. To delete the Account while on the web, head to Add/Edit on the Accounts tab, and click on the small, black 'x' to remove it. Deleting an Account is a permanent action that cannot be undone. 
(Edited)
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Jan

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No confusion. But I want to close, not delete.
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Karisa Russell, Official Rep

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Hi Jan, 

Got it! It sounds like you'd like to add a Close option, with that Close option being different from our current Delete functionality. Can you tell me what Close means for you, and what Delete means for you? 
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Jan

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Close would hide the account or envelope. Delete does that-deletes it, but also results in messing up all the transactions. I think you should have a way for accounts or envelopes to be hidden (closed) without messing up all the transactions.
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Karisa Russell, Official Rep

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Hi Jan, 

Thanks for clarifying! For now, I've added your request for a Hide feature to our request tracker for future consideration for web and iPhone.  However, if you happen to use Android, you can are able to Hide Accounts in the Android app. To do that, head to the Edit Accounts screen in the app, tap on the Account you want to hide, and then select the 'Hide' option. 

Finally, you mentioned that deleting Accounts messes up your transactions. To clarify, deleting an Account won't delete your transactions too. Instead, they'll remain visible in your Household so you can refer to them as needed, and you can find them by searching for the Deleted Account with the Advanced Search option on the web. Those transactions will also continue to show up in your spending reports after the Account is deleted. 

Hope that helps
(Edited)