How do I delete a manual account?

This article will show you how to remove a manually entered account from your client's household.

1) Log into your Blueleaf dashboard and click on View Accounts:

2) Select the Manual Accounts tab:

3) Click the gear icon button in the Manage column next to the account you want to remove:

4) You will then see the details of this manually added account, and from here you can click the "Delete Holding" button:

Please keep in mind that this deletion process is not reversible, so always double check that you have the right manual account selected before clicking the "Delete Holding" button.