New field: Closed
complete
Jen from Lunch Money
Allow marking a manually-managed account as closed to preserve the data but remove it from the main views
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Jen from Lunch Money
complete
This is now live! You can now mark manually-managed accounts as "closed" with a specific close date.
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Jen from Lunch Money
in progress
T
Tim Sneath
This might also be useful for auto-managed accounts. I have a credit card that has been closed for a month but is still showing as active with a zero balance in Lunch Money.
Jen from Lunch Money
Tim Sneath: Hi Tim, as mentioned earlier, synced accounts should get marked as closed automatically. There was a syncing issue with your particular account so I would recommend just converting it to a manually-managed asset (by going through the removal flow) and then setting that manually-managed asset to "Closed" with the appropriate closing that. That will also clear all balance histories outside of the range.
Jen from Lunch Money
planned