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Closing an account

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tburke
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Closing an account

Sun Feb 04, 2018 3:49 pm
Hi,
I cannot recall how to close an account ( so I can then hide it from my active accounts list)

I have closed accounts before but now cannot find how to do it (!)

Thanks, Tony

Currently on 4.14.16
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ipwizard
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Re: Closing an account

Sun Feb 04, 2018 3:54 pm
Make sure the balance of the account is zero. Then select the account to be closed in the accounts view and select "Close account" from the context menu.
Hope that helps. BTW: 4.14.16 is the KDE version, not the KMyMoney version.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.4 64bit, KF5
tburke
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Re: Closing an account

Sun Feb 04, 2018 4:03 pm
Thank you for the speedy reply.

I was trying to close an account which had a minimal balancef ( of a few p) ; once I reconciled that out... all sorted!!

thanks, Tony

PS please see updated "about" info below..

KMyMoney Version 4.6.6
Using KDE Development Platform 4.14.16
tburke
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Re: Closing an account

Tue Feb 20, 2018 7:54 am
Apologies but I have this "problem" again where I cannot close an account as the Account - Close Account is grey-ed out.

This time, the account in question is an Investment account....
If I look at the account balance it is showing £0.00 and 0 shares....perhaps there is an orphan part-share which is preventing closure? Is there a more detailed view which could show me?

Thanks, Tony

KMyMoney - Version 4.6.6 - Using KDE Development Platform 4.14.16
mcarpino
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Re: Closing an account  Topic is solved

Tue Feb 20, 2018 2:56 pm
You have to go to the tab Investment and delete any investments associated with the account then you can close the account. As in making sure there are no shares or fraction left that is preventing you from closing the account. Then close the investment account. After you close the investment account you can then close the brokerage account.

Last edited by mcarpino on Tue Feb 20, 2018 3:14 pm, edited 1 time in total.
tburke
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Re: Closing an account

Tue Feb 20, 2018 3:08 pm
Thank you.


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