How to hide a wealth item
TIP: This is useful if you have sold a property or cancelled credit cards but want to keep the transactions associated with them in your cash flow.
Here’s how you can hide an asset or liability so that is not reflected in your wealth items.
- In your wealth portal, click on the mywealth tab
- Identify the item which you would like to edit
- Click on the name of the item and you will be able to see more details
- Select Hide item in the bottom left-hand corner of the Details tab
- A pop-up window will appear, click on Ok to confirm
- Your wealth item is now hidden