Inactive/Closed Accounts in Spreadsheet

[Mark.S]

Here’s one way to do it:

Easy Solution for removing a Closed account from the Balances sheet but not losing Historical data

I checked the community a bit but couldn’t get a general sense what the best practice was for the following: I have some newly Closed accounts that are no longer able to connect (since they are Closed and the Institution has no more active accounts), however, the last pulled balance and the account is still showing up in the Balances sheet. This is causing a skewed Net Worth and Asset or Liability amount, since it’s counting the balance of an account that’s closed. If I set the Closed account t…