How do I hide, separate, or close an account?

To understand when to hide, separate, or close an account see: About hiding, separating, and closing accounts.

To hide or separate an account

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.

Select Tools menu > Manage Hidden Accounts.
Select Close Account for the account you want to close.
Type yes to confirm and select 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.

On the account sidebar, Ctrl+Click or Right+Click on the account you want to close.
Select Edit/Delete Account.
Go to Display Accounts and select Close Account
Type yes to confirm and select 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.