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Editing or removing an account
Editing or removing an account
Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over a week ago

The lines in Float are derived from the chart of accounts in your accounting package. As a result it's not possible to update the name or classification of the accounts directly in Float, however you can update how these show in the cash flow.

This can be done via the 'Personalise accounts' section under the table options dropdown on the main cash flow page. Here you'll be able to click into the settings of any account:

You can also update whether the account appears under cash in or cash out, and also whether it appears as part of a group.

Removing empty accounts

If an account is empty and contains no actual value from your accounting platform it can be removed from the cash flow. However, if there is actual value associated to the account, it can't be removed.

On the right side of each account you will see either a trash can, or a padlock, similar to below.

In the above example, 'Accounts Receivable' has value and is locked so can't be removed, while 'Audit & Accountancy fees' has no value and can be removed by clicking the trash can.

If you would like to add a previously removed account back into the cash flow, or add a completely new one click here.

A suggested workaround to ‘hide’ unwanted accounts would involve creating a group (called something like, ‘unused’ or ‘ignore’) So rather than seeing individual rows in the cash flow, only one row would be shown for the group.

You can find out how to create a group here.

You can also change the order of the accounts within the cash flow table here.

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