I have a credit card that we have recently cancelled. I would like to keep its transactions, but delete the credit card from the "credit card import" page. Is this possible?
Hi @glglasser, yes it is possible!
When you remove the card, it will remove any Open or Unreported transactions, so what you want to do is add all of the transactions in those statuses to a report, put the report on your Personal Policy and close it.
You can later open the Report again and use the transactions, but having them in a Closed state when you remove the card, will prevent them from being removed with the card.
I hope that helps!
Took me a while to find this answer. This information is relevant and should be more easily available.