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Deleting a loan

If you no longer need a loan account in your records, you can delete it. Deleting a loan removes it from your account list but does not affect your transaction history. However, once deleted, a loan account cannot be restored. If you need to track the loan again in the future, you must manually add it as a new account.

When to delete a loan account

Deleting a loan account is not always necessary or recommended. In most cases, you should keep a loan in your records even after it is paid off. However, you might want to delete a loan account if:

  • You added the same loan more than once by mistake.

  • You no longer need to track the loan in your account list and prefer to remove it.

If a loan is fully paid off, consider marking it as closed instead of deleting it. This keeps your records intact while removing the loan from active tracking.

Once deleted, a loan account cannot be restored. If you need to track the loan again later, you must add it as a new account.

How to delete a loan account

Using the Account menu

  1. Select the loan account you want to delete on the sidebar.

  2. Go to Accounts menu → Delete Account.

  3. Select Delete in the dialog to confirm.

    confirmdelete.jpg

Using the sidebar

  1. Control-click the loan account name in the sidebar.

  2. Select Delete from the menu.

    sidebardeleteoption.jpg
  3. Select Delete in the dialog to confirm.

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