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.

How to delete a loan account

Using the account settings

1. Open Accounts from the sidebar.

2. Select the loan account you want to delete.

3. Click the Settings icon.

4. Click Delete Loan.

5. Confirm the deletion when prompted.

Using the sidebar

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

2. Select Delete “[Loan Name]”.
   

   

3. Click Delete to confirm.

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