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Delete a Fund

Funds can be deleted from the Accounting > Funds Tab view.

NOTE: You must have Delete permissions to Accounting > Funds Tab.

To delete a fund:

  1. On the Accounting > Funds tab, select the Categorized toggle.

  2. Click the trash can icon on the far right of the fund you wish to delete.

    NOTE: The None (Uncategorized Transactions) fund cannot be deleted.

  3. For funds tied to a LawPay Account, the following warning message will display. When Delete is clicked, all transactions in this fund will be moved to the None (Uncategorized)' fund.

  4. For funds without a LawPay account, the following warning message will display. Use the Fund dropdown to select a different fund in which to move existing transactions. The None (Uncategorized) option is the default. When the Delete is clicked, all transactions in this fund will be moved to the selected fund.

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