Marking accounts as inactive

Marking accounts as inactive

The REI Hub system allows users to mark bank, credit card, and loan accounts that are no longer being used as 'inactive.'  After being marked inactive, an account will no longer display on the Banking or Loans page, and will not show up in the relevant transaction screen drop down menus.  This helps maintain your focus on your active accounts and reduce visual clutter.

Marking an account as inactive does not impact that account's financial activity - no transactions are affected.  Similarly, Reports are not affected by marking an account as inactive.

To view Inactive accounts, click the Filter on the Banking and/or Loans page, and select 'show inactive accounts.'

To mark an account as inactive:

1) Navigate to the account in question

Click on Accounts on the left menu.  For bank or credit card accounts, select the Banking page.  For loan accounts, select the Loans page. 

2) Click the edit pencil next to the account

3) Check the box 'mark this account as inactive' and save

4) View inactive accounts via the Filter

Check the box to show inactive accounts, and then click Update Filter

5) Contact us with any questions! 
    • Related Articles

    • Marking Properties as inactive

      The REI Hub system allows users to mark Properties that are no longer being used as 'inactive.'  Properties are most commonly marked as inactive after they have been sold.   After being marked inactive, a property will no longer display on the ...
    • Troubleshooting Linked Accounts

      REI Hub offers the ability to securely connect to many banks and financial institution via one our integrated data providers, Plaid and Yodlee. Accounts linked through these providers automatically receive a feed of imported transactions once they ...
    • Updating the Chart of Accounts

      REI Hub allows you to add additional accounts and sub-accounts to your Chart of Accounts.  Some important things to know: To ensure the Schedule E report works correctly, create new Revenue and Expense Accounts as sub-accounts beneath the existing ...
    • About Bank and Credit Card Accounts

      Adding your Bank and Credit Card Accounts to the REI Hub system helps you see where your funds are and track their flow through your business.  In REI Hub, you can create your accounts as either Linked Accounts or Manual Accounts.   Linked ...
    • How to enter a property sale in REI Hub

      This article details how to create a journal entry for a recent property sale and enter it into REI Hub.  Manual Journals are used for property purchases, sales, and refinances as these are all complicated transactions touching multiple accounts, and ...