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You should close an account in Quicken when its real-world counterpart is closed at your financial institution, or you no longer have, or don't care to track, the asset or liability that the account represents.

What happens when I close an account?

  • The balance of the account is set to zero.
  • The account is no longer enabled for transaction download.
  • The account is no longer displayed in transaction entry lists.
  • The account and the account register remain accessible in Quicken.
  • The transactions in the account remain available for historical reporting.

Frequently asked questions

  • What's the difference between closing and deleting an account?
  • What if I hide the account instead of closing it?