Can I delete bank accounts?

This article explains when and how you can delete a bank account, and how and when you can close a bank account in ExpensePlus.

Deleting a bank account

You can only delete a bank account from ExpensePlus if it has never been used within the system (and therefore has no transactions associated with it).

This may be the case where it was entered in the first place by mistake, or has been dormant with a zero balance for longer than you've used ExpensePlus.

If this is the case, you can delete the account within the Bank & Cash Accounts settings screen using the 'delete' (dustbin) icon to the right of the table.

If the delete icon is greyed out (which it will be in most cases), you cannot delete the account - this account is an important part of your financial audit trail. The reason for this will be displayed if you hover over the greyed out icon.

Closing a bank account

However, if you stop using the account (and it has a zero balance in ExpensePlus, you can do this by clicking the 'X' icon to the right of the table.

Similarly, there may be a reason why you're unable to close the account. Hovering over the X  icon when greyed out, or the delete icon, will provide an explanation for why it can't be deleted or closed. 

Once closed, the account will remain listed in ExpensePlus, now visible by selecting the 'Manage Closed' button at the top of the screen.

To better understand the Bank Reconciliation module, please view the module overview video here.