Accounts › Edit Family

Edit Family

Income source used for monthly cash-flow calculations.

Identity
Name cannot be changed after creation (used as key in transactions).
Income Details
Used for cash-flow projections on the dashboard.
Account Status
Leave blank to keep the account active. Set a date to mark it closed — on or after that date it will be hidden from all transaction dropdowns but remains visible here for historical reference. Clear the date to reactivate.
Dashboard Visibility

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

Cancel
⇄ Reclassify Account Type

Currently: Income Source. Change the account type without touching any existing transactions — they keep their stored account name unchanged.

⚠ To reclassify as Credit Card the account name must end in -CC. Rename it first if needed, then reclassify.

⚠ Danger Zone

This account is referenced by 3 transactions. Deleting it removes the account record only — existing transactions are not affected.

Deleting this account removes it from the accounts list. Transactions that reference it by name will still exist in the ledger but will no longer have account metadata (limit, APR, etc.).