Frequently-Asked Questions : Viewing Account Information

Deleting an asset or liability

There are two ways to delete an asset or liability.

Option #1:

From the Account Summary screen, click on the name of the asset or liability. Then click on the “Delete” button and click “OK”.

Option #2:

From the Account Summary screen, click on the “Account Details” link in the menu on the left. Then click on the “Assets & Liabilities” link.

Find the asset or liability in the list. Click on the name of the asset or liability. Then click on the “Delete” button and click “OK”.