Closing or deleting a fund

Modified on Thu, 1 Oct at 3:24 PM

Closing a Fund


Close a restricted fund once its purpose has been fulfilled and the money spent. It keeps all of its history but stops being offered for new transactions.


  1. Go to Finances > Funds
  2. Choose Edit on the fund
  3. Tick This fund is closed and click the Save button to confirm




Untick it to reopen the fund.



Deleting a fund


A fund can only be deleted while nothing has been recorded against it. Choose Delete from the fund's Manage menu and confirm. A fund that has been used cannot be deleted; close it instead.


Your default fund cannot be deleted either. Make another unrestricted fund the default first.



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