Delete Accounts
Explains how to delete general ledger, custom, metric, and assumption accounts.
Audience: Administrators who manage the model.
When you delete accounts, you may affect other accounts and other parts of your model.
- If you delete a rollup account, you delete all its child accounts and their data.
- If you delete the only child account of an account, the data in the child account moves to the rollup account.
- If you delete one of several child accounts, you delete the data, any splits, auto-trail data, and all mappings in the account. You also break any formulas that reference the account.
- See Reference: Built-In General Ledger Accounts for a list of accounts that you can't delete.
Prerequisites
If you delete an account, you delete all its data for all versions. If the account is the only child of a rollup account, the data moves to its rollup account.
- New to accounts? See Concept: Accounts.
- Required permissions: Model Management Access > Model.
- Additional permissions based on tasks: Model Management > Assumptions for assumption accounts or Model Management > Import Structure.
- View dependencies to see how the account is used by other accounts and consider re-parenting the account's child accounts before you delete. See Reorganize Account Structure.
Navigation
From the nav menu, select Modeling. From the Accounts menu, select: General Ledger Accounts, Custom Accounts, Metric Accounts, or Assumptions.
Delete an Account
- From the account list, highlight the account.
- In the Account Details panel, select View Dependencies and update any related components as needed.
- Select
in the toolbar to delete.