How can I delete an unnecesary Investment account?
I set up an investment account that was only going to hold one asset. It now transpires that I have to record the two stapled assets separately rather than combined.
That means I have to open a new Investment account, that can hold multiple investments, and I need to delete the surplus to requirements investment account.
Fortunately, I do not have to many transactions to enter again.
Answers
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Give me a call late this afternoon and we will work thru it, also private sms me your customer id and pin
Gerry id 6376
Gerhard Winter
Ph. 0418907140
Reckon Store Next Door
"Always at your Service"
Email: gwinter0808@gmail.com
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I have just discovered that if you go to Investment Account - Overview Tab - there is a delete button available.
I could not find an "edit" button to change the single investment button to multople, another way to have resolved my problem.
Thank you, Gerry, for the assistance.
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