Archiving

Deleting removes a record. Archiving hides one. The row stays exactly where it was in the database, so nothing attached to it is disturbed: transactions still point at an archived budget, and an archived account’s history opens exactly as a live one’s does.

Nothing archived ever appears in Recently Deleted. That list is for deleted transactions only. Archived items live under their own section on the page they came from.

The rule of thumb: if you are correcting a mistake, delete. If you are closing something down - a card you paid off, a bill that ended, a budget you no longer run - archive it, and the record of what it did stays intact.

A bank-linked account is the notable absence: it is withdrawn rather than archived, because the connection is the thing you are ending.

• Unsync and Keep Transactions - the account stops syncing and its transactions stay put. This is the archive-shaped answer for a synced account.
• Unsync and Delete Transactions - the account and everything it brought in go together.

The control is in the item’s Details pane, in the row of actions beside Edit and Delete. It is not in the edit form, which is where people tend to look for it first.

1. Tap the item to open it.
2. In the Details pane, tap Archive and confirm.
3. To bring it back, open the Archived section at the foot of the same page, tap the item, and tap Restore in the same slot Archive occupied.

There is deliberately no restore button on the rows in the archived list. Restoring is not destructive and is itself the undo for archiving, so it applies immediately with no confirmation - but you get there by opening the item, the same way you archived it.

An archived item wears the same card and opens the same detail view it always did. One line gives up its slot to the date you archived it, because that is the one number nothing is still updating: on an account, a holding or another net worth item it is the trend or gain figure, and on a goal it is the status badge.

The budget’s planned amount survives, and so does every transaction assigned to it, so opening an archived budget still shows you its history. What it cannot show is a spend figure against a limit, because the categories that fed the comparison are gone.

A holding you archive stops counting towards your portfolio, and its card is then priced at what you paid rather than what it is worth - shares multiplied by average cost. That is deliberate: the position has left the portfolio, so there is nothing left to keep quoting a live price against.

Archiving a bank-linked position also stops its value history accruing from that day on. Everything recorded up to then is kept, so the line simply stops rather than disappearing.

A goal can be archived at any point, finished or not, and it freezes where it stands. Its Archived section sits at the foot of the Goals page and only appears once you have one, the same shape as every other archive here.

Unlike a budget, an archived goal keeps its figures: the progress bar and the saved-against-target line are exactly what they were on the day you parked it. What comes off is anything that predicts a future - the status badge, the time left, the assessment and the suggested monthly amount - because the goal is no longer moving. Contributions stop being captured towards it, an Account Linked goal stops following its account, and rules naming it stop firing. Restore puts all of that back.

Turning a finished goal into a Goal Fund archives it for you, with nothing to answer. The money now lives in the fund, and the goal is kept as the record of how it got there.

What a goal links to can still be archived on its own, which is why archiving an account or a holding unlinks it from the goal on the way past.