Removing old assets & liabilities from summary screen

1

Hi there,

I list loans and mortgages as Liabilities, and endowments and pensions as Assets. When I have paid my liabilities back and received payouts from pensions or other investments, the Summary Page still lists them. Is there a way of making them ‘not active’, as with unused/closed Accounts, to ‘cleanup’ my Summary page? Trivial, I know, but I feel the Summary Page should reflect current rather than current and historic points in time.

I hasten to add that I am a humble home/pc user, so won’t be surprised if I have not used the correct accounting technique, here, so apologies in advance.

Thanks

2

Update your software. Version 18.10.55 added ability to exclude zero balances.

3

Thanks

4

Could you point me in the right direction, please? Looked in settings/ chart of accounts and customise. Can’t find a section on the forum.

5

Click Edit on the Summary screen. This used to be Set Period:

48%20AM

The Guide has not been updated yet, since this only came out yesterday.

1 Like
6

Thanks yet again. Great addition!