Delete Entity & re add same name

Nicole Whittaker

• 01 September 2025 04:47

Client/ Entity file was created but has too many errors to try and correct. Can we delete the fund and start a fresh using new starting balance?

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  Andre Jones

  • 01 September 2025 05:34

  Hi Nicole,

  Thank you for reaching out and creating a community post.

  Yes, you can delete a fund in Simple Fund 360 at any time. After deleting the fund, you can set up a new fund with the same name and fund details.

  You can delete a fund through either the Insights Dashboard or the Entity Selection screen. Please note that deleting a fund will not affect the number of funds under your licence, and therefore will not impact your billing.
  
  

  For step-by-step instructions, please refer to this help article: How to Delete a Fund in Simple Fund 360.

  If you have any further questions or need assistance while setting up the new fund, feel free to reach out.

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