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Currency is displayed in your home currency. Typically this is the US or Canadian dollar but can be changed in Preferences. Accounts that are in a different currency will display their foreign currency symbol in the sidebar unless Sidebar Balance Options are set to Show Foreign Balances in Home Currency in the Sidebar Options menu (3 dots). Totals for account groups in the sidebar such as Cash, Savings, etc., including Net Worth, are always calculated in your home currency using the current exchange rate, which Quicken downloads and updates.
Sidebar account options
When you right-click or control+click on an account name in the sidebar, you have several options for working with your account.
| Menu Item | Description |
|---|---|
| Open in new window | Displays a new window with the account register for that account. |
| Account Settings | Allows you to edit settings such as Account Details, Downloads information, Bill Pay, and Display Options. See Configure account settings for more information. |
| Rename | Change the display name for your account. |
| Mark as Closed | Close account (prevent new entries) but keep the account available on the sidebar to review. |
| Hide | Prevent the account from displaying on your sidebar. See Hide, separate, close or delete accounts. |
| Keep Separate | Display the account in a separate section at the bottom of the sidebar. If the account already displays separately, you will see a Don't Keep Separate option instead. |
| Delete | Permanently delete the account from Quicken (cannot be undone) |
Sidebar Preferences
You can set preferences by your sidebar by going to Quicken menu → Preferences and selecting Sidebar.
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