Close a debt

When a debt fully paid, written off or retired through insolvency, you can remove it from the debt schedule without deleting it.

Note: Deleting a debt will remove it from all sessions. Only do that if the debt was added in error.

Closing a debt will remove the debt from your debt schedule and budget worksheet while retaining the information for your reports. This action is also reversible. 

How to close a debt

1 - Navigate to the debt schedule containing the debt you wish to remove.

2 - Click the three dots icon on a debt item to reveal the hidden options.

3 - Click on Close debt.

This will put the debt away in a space under the debt schedule. This hides the debt from site, while retaining it in a place you can refer to if you need. 

4 - Click on View closed debts + to see the debts you closed.

You can now see the debt you closed. Click on Hide closed debts - to hide the debts again.

If you closed the debt in error, just click the Reopen debt button to return it to the debt schedule.