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How to disable the Traditional finance section

🟣 Traditional Finance guide

Finbooks allows you to manage both traditional financial investments and cryptocurrency investments within a single platform.

As these two types of investment are subject to different tax rules, they are treated and managed separately.

See the brief instructions below to find out how to deactivate the section dedicated to traditional financial investments.

🚹 Disabling the traditional finance section will permanently delete all the data by deactivating the traditional finance section, all data contained therein will be permanently and irrevocably deleted.

This action cannot be undone.


How to disable traditional finance in your account

Follow these simple steps to deactivate the traditional finance section of your account, keeping only the crypto section active.

  1. hover your mouse over the name of your plan, then click on Account

  2. on the new screen, click on the Settings tab

  3. scroll down to the Manage active investment type sections

  4. on the line indicating traditional finance, press the Delete button

  5. confirm your choice by clicking on Remove and cancel all data

  6. returning to the main navigation menu, you will only see the crypto section

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