Before an Account can be deleted, it must not have any Relationships present or Transactions listed in its Journal. Follow these steps to ensure the Account is ready to be deleted.
  1. Navigate to the Account you wish to delete
  2. Click Relationships located on the header of the account
  3. Click the red Delete link under any household relationship
  4. Repeat until there are no longer and Household Relationships present
  5. Click Journal located on the header of the account
  6. Delete all transactions (Contacts and Notes do not need to be deleted, only financial Transactions)
  7. Repeat until there are no longer Transactions present
  8. Click the Account Settings page
  9. Click Delete Role
  10. Click OK to confirm that the Account will be deleted