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CallumBaker
Nov 19, 2019 1:56 PM UTC
Solved

Hiding an account whilst keeping historic business transactions visible?

Hi all,

 

Am going to be switching accounts mid-way through the tax year (from a split personal & business account to a 100% Business account) and am wondering if there's a way to hide an account so that future transactions on the existing split account don't show, whilst keeping previously reviewed transactions visible? 

 

Any help would be greatly appreciated!

Cheers,

Callum

payment after leavingAnswer
Nov 20, 2019 11:38 AM UTC

Hi Callum

 

With the self employed product you can go to the cog icon > bank accounts and de-activate/toggle off the mixed account, this will not delete the transactions, and the transactions will not be visible in the transactions section. You could also use the filter option to choose which account you would like to view on the page.

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7 replies

payment after leaving
Nov 19, 2019 2:16 PM UTC

Hi Callum

 

Are you using a desktop or online product? If you are using the online product are you using a self employed or small business account?

    CallumBakerAuthor
    Nov 20, 2019 11:19 AM UTC

    Hi John,

     

    Thanks for getting back to me - I'm using Online, Self Employed. Does that help?

    payment after leavingAnswer
    Nov 20, 2019 11:38 AM UTC

    Hi Callum

     

    With the self employed product you can go to the cog icon > bank accounts and de-activate/toggle off the mixed account, this will not delete the transactions, and the transactions will not be visible in the transactions section. You could also use the filter option to choose which account you would like to view on the page.

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