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How to Delete a Fund

David
Updated

To delete or turn off a Fund on EveryDollar.com or EveryDollar Mobile, select the fund name, scroll down, choose Delete Budget Item and confirm.

Currently, there is no way to turn off or remove a Fund designation once it has been turned on. The best way to remove a Fund is to delete the Fund. 

Note: The Emergency Fund cannot be deleted.

 

To Delete a Fund on EveryDollar.com

  1. Click on the Fund name.
  2. Click on the trash can icon to the left of the item name. Once deleted, EveryDollar will take two actions:
    1. Any tracked transactions to this budget item will be untracked, including split transactions.
    2. This budget item will be deleted from this month's budget.

Pro Tip: To restore a deleted Fund, select Add Item in the same Group, and use the same name to create a new budget item.

 

To Delete a Fund in EveryDollar Mobile

  1. Tap on the Fund name you'd like to delete.
  2. Scroll to the bottom of the new page.
  3. Tap Delete Budget Item.
  4. A pop-up screen will ask you to confirm your choice. If you continue with deletion, two actions will be taken:
    1. Any tracked transactions to this budget item will be untracked, including split transactions.
    2. This budget item will be deleted from this month's budget.
  5. To delete the Fund, confirm by selecting Yes, Delete.

Pro Tip: You can swipe left on the Fund item in EveryDollar Mobile to delete the item. You'll see the same pop-up asking to confirm your choice.

 

Next Steps

If the now-deleted Fund carried a balance, you'll need to account for it in your budget. Create a manual income transaction. With the new transaction, set the dollar amount to match your previous balance, then track the transaction to the budget item you want to apply the balance to.