Zeroing-out Previous Account

My mortgage servicing just got sold to Chase. Excellent because Chase’s integration is way better than my previous servicer (who only intermittently connected).

I added in the new account last night, and removed the old account. But I’m still seeing the mortgage balance of both the old and the new account in liabilities, so my net worth is understated by this amount.

I don’t want to remove the balance from history but do want to yank it from 3/1, so the net worth tracking over time stays stable.


Go to Balance History, locate the most-recent entry for the old servicer, and change the amount to zero.