To close an account
There are a number of different ways to close an account.
To hide an account from the Hide and Show Accounts window
In the main menu, select Hide and Show Accounts under the Accounts menu.
- Select Tools menu > Manage Hidden Accounts.
- Select one or more of the hide options:
- Hide in Account bar and Account List
- Hide in Transaction Entry Lists
- Keep this Account Separate
- 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 close an account from the Hide and Show Accounts window
- Select Tools menu > Manage Hidden Accounts.
- Select Close for the account you want to close.
- Select Mark as Closed to confirm closing the account
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There many reasons, personal and practical, why you might want to change the way an account is displayed in Quicken. The good news is, we provide a great set of options and a lot of flexibility to set things up just the way you want.
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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 close an account from the sidebar
- On the account sidebar, CTRL-Click or Right+Click on the account you want to close.
- Select Mark [Account Name] as Closed.
- 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 close an account from Account Settings
Go to the account you'd like to close and choose Settings on the register toolbar.
Select Mark as Closed at the bottom of the screen.
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
There many reasons, personal and practical, why you might want to hide an account in Quicken.
- Choose Tools menu > Manage Hidden Accounts.
- Find the account that you want to hide or close in the list, and then select one or more of its Hiding Options.
Tell me more about the optionsFor each account in Quicken, you can choose to:
- Keep the account separate: This excludes the account from Quicken reports and features only. The account remains in your transaction entry lists and in the Account Bar. In the Account Bar, it is placed within the Separate heading for quick access. If you've also selected the option Hide the account in the Account Bar and Account List for the account, click More Accounts to access it.
- When would I use this?
This is a good choice for accounts that are not yours (they are excluded from your net worth), but you nevertheless make transfers in and out of. For example, the accounts of dependent college-aged children.
- Hide the account in transaction entry lists: This excludes the account from transaction entry lists only. The account remains in all reports and features and in the Account Bar.
- When would I use this?
This is a good choice for accounts that you seldom make transfers in and out of, but still need quick access to.
- Hide the account in Account Bar and Account List: This excludes the account from the Account Bar and Account List only. The account is included in your net worth total, and it remains in all reports, features, and transactions entry lists.
- When would I use this?
This is a good choice for accounts that you need to make transfers in and out of, but don't need quick access to.
- Close the account: You should close an account in Quicken when its real-world counterpart is closed at your financial institution, or you no longer have, or don't care to track, the asset or liability that the account represents.
- When would I use this?
To learn more, see When to close an account.
- Keep the account separate: This excludes the account from Quicken reports and features only. The account remains in your transaction entry lists and in the Account Bar. In the Account Bar, it is placed within the Separate heading for quick access. If you've also selected the option Hide the account in the Account Bar and Account List for the account, click More Accounts to access it.
- Show me a table describing the options
Hide in Account Bar & Account List Hide in Transaction Entry Lists Keep this Account Separate Close Account The account is not displayed in the Account Bar and Account List X The account is not included in net worth calculations X The account is not included in features using historical data X The account is not included by default in reports and graphs X The account is not available as a selection in transaction entry lists (transfers, Reminders setup, etc.) X X The account is not enabled for transaction download X The account balance is set to zero X
- Click OK.
- To view previously hidden accounts in the Account List
- Choose Tools menu > Accounts List. (Do it for me)
- At the bottom of the Account List, select View hidden accounts.
- To unhide an account
- Choose Tools menu > Accounts List. (Do it for me)
- In the Account List, click Edit next to the account you want to hide.
- Click the Display Options tab.
- Click to clear one or all of the Account Display check boxes.
- Click OK.
Notes
- To exclude an account from a Portfolio view, customize the current view.
- To exclude an account from a report or graph, customize the report or graph.