Work with hidden accounts

About hiding an account

If you close a real-world account and the balance is now zero, don't delete it in Quicken! You can save the historical data and still clean up your Account List by simply hiding the account. When you hide an account, it no longer appears in the Account List. You can customize reports or graphs or forecasts and choose whether to include these hidden accounts, and you can show them again if the need arises.

Choose Tools menu > Accounts List. 

To hide an account

When you hide an account, Quicken removes the account (and its balance total) from the Account List, but keeps the transactions available for reports and graphs.

1. In the Account List, click the account you want to hide.
2. Click Edit.
3. Click the Display Options tab.
4. Select the Hide this account in Quicken (lists, tabs, reports) check box to completely hide the account in Quicken.
5. Select the Hide this account in Account Bar check box to hide the account only in the Account Bar.
6. Select the Don't include this account in net worth total check box to hide the account only in the net worth total.
7. Click OK.

To view a hidden account

1. In the Account List, click the account you want to view.
2. Click Edit.
3. Click the Display Options tab.
4. Click to clear the appropriate check box. For example, click to clear the Hide this account in Account Bar check box to view the account in Account Bar.
5. Click OK.

To permanently unhide an account

1. In the Account List, click the account you want to view.
2. Click Edit.
3. Click the Display Options tab.
4. Click to clear the Hide this account in Quicken (lists, tabs, reports) check box to view the account in Quicken.
5. Click OK.