How can I delete a ledger
From Timetotrade
To delete a ledger, firstly click on PORTFOLIO on the navgation bar, this will take you to the ACCOUNTS Ledgers screen as illustrated:
If you wish to delete a ledger that you have created, you will firstly have to delete all income/expenditure and investment transactions associated with that ledger. To delete a ledger after you have removed all transactions associated with the ledger, click on the 'add/edit' button as illustrated in the following screen shot:
This will now place the Ledger tab in to 'edit' mode as illustrated in the next step. While in ledger edit mode, click on the ‘trash can’ icon beside the appropriate ledger as illustrated:
Please note that you can not delete the default 'main' ledger; however you can rename the default ledger, and change the associated currency and UVS settings.
When you are finished deleting ledgers, click on the 'done' button at the bottom left of the ledgers.
Further Reading
- Click here to return to the Accounts tab
- Private Investor User Manual table of contents
- Investment Club User Manual table of contents
- Capital Gains Tax User Manual
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