Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To close an account

There are a number of different ways to close an account.

...

  1. Go to the account you would like to close and choose Settings on the register toolbar.

  2. Select Mark as Closed at the bottom of the screen.

  3. Select Mark as Closed again to confirm closing the account.
    Quicken will automatically add an adjustment to set the balance to zero, disconnect the account if it's a connected account, and mark the account as hidden so it moves to the Hidden Accounts group.


To hide an account

In the main menu, select Hide and Show Accounts under the Accounts menu.

  1. Select Tools menu > Manage Hidden Accounts.
  2. Select one or more of the hide options:
    • Hide in Account bar and Account List
    • Hide in Transaction Entry Lists
    • Keep this Account Separate
  3. Select Mark as Closed to confirm closing the account.
    Quicken will automatically add an adjustment to set the balance to zero, disconnect the account if it's a connected account, and mark the account as hidden so it moves to the Hidden Accounts group.

To show a hidden account again