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Hide an account

To hide an account

1. In Quicken, choose Accounts > Hide and Show Accounts.
2. For the account you'd like to hide, choose the Hide in Lists checkbox.
3. Click OK.
   • Quicken will hide the account and move it to the Hidden Accounts group at the bottom of the list of accounts. To show a previously hidden account, deselect the Hide in List checkbox.

You can also specify this setting in Account Settings.

Separate an account

To separate an account

1. In Quicken, choose Accounts > Hide and Show Accounts.
2. For the account you'd like to separate, choose the Keep Separate checkbox.
3. Click OK.
   • Quicken will separate and move it to the Separate Accounts section at the bottom of the Account Sidebar below net worth. To restore a Separate account to the normal Account Sidebar location, deselect the Keep Separate checkbox.

You can also specify this setting in Account Settings.

Close an account

To close an account

1. In Quicken, choose Accounts > Settings
2. For the account you'd like to close, select Mark as Closed.
3. Click OK.
   • 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.

Delete an account

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an account

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WARNING: Deleting an account will remove all its transactions and transaction history from Quicken. The transactions and historical information will no longer be available in reports, tools or over-time reports. You should delete an account only if it was added in error, or if you're sure you will never need the account data in Quicken again.
Consider hiding the account (see help topic above) instead of deleting if it's a valid account that is closed or infrequently used. This will remove the account from day-to-day usage but preserve the past data for reports and tools.

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