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How to delete an account?

How to delete an account within Recap

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Written by Scott

šŸ’” Deleting an account removes it and every transaction imported from it, and this can't be undone. If you want an account to stop updating but keep its transactions - for example an exchange account you have closed - archive it instead: open the account, go to the Settings tab and set Account mode to Archived. An archived account no longer updates but still counts towards your tax and portfolio calculations. We have a guide here: The Account Detail screen

  1. Go to the Accounts screen and locate the account you want to delete.


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  2. Click on the account to open the Account Detail screen, then go to the Settings tab.


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  3. Under Actions, click the red Delete account button.


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Once deleted, the account and all associated transactions will be permanently removed from your portfolio.

šŸ’” If you are deleting a Connected Account you may also wish to delete the API keys from your exchange if they were created specifically for Recap.

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