How do I hide or close an account?

To close an account

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

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.
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.

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.