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How to disable the Crypto section

đŸ”” Crypto 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 crypto investments.

🚹 Warning: by deactivating the crypto section, all data contained therein will be permanently and irrevocably deleted.

This action cannot be undone.


How to disable the crypto section in your account

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

  4. on the line indicating crypto, press the Delete button

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

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

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