why do 2 versions of an Account show in side list?

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Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Let's start with some basics. The bold headings in the sidebar are Account Groups. They combine the registers of multiple accounts in the group. But if you only have one (for example) savings account, and you named it "Savings", then you are going to see the word Savings listed twice. The first (bold) is the account group. The second (not bold) is the (only) account within that group.

    If you had another savings account, it would be listed alphabetically under the Savings heading along with the first savings account. To avoid confusion, it is recommended that you name the actual account something else (eg. "ABC Bank Savings"). Note that you can't change the name of the account groups.

    If you click the three dot (...) icon at the top of the sidebar, you will see there are options to expand or collapse all the sidebar groups. Give this a try. Alternatively, if you hover your pointer over an account group, you can click the little triangle that appears to its left to expand or collapse just that one group.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited March 2020
    Is this body?

    Yes, this is the place where you add details about your question or problem.
  • jonxian
    jonxian Member
    Using Quicken version 5.15.3 on mac OS10.15.3. Why was this version of Quicken not listed as an option when I started into this discussion?
    Original Question: Why are 2 versions of an Account listed in the Sidebar? Each version will have different Amounts. Which is the correct one to use? Can one of those be deleted?
    Another Question: When opening Quicken the Sidebar shows BANKING (bold face) and then subcategories: CASH, SAVINGS , and CREDIT CARD (all in bold face). But under CASH are listed checking accounts and not in bold face - "checking". Why is Checking not in Bold face as a subcategory? Line of Credit is listed under Credit Card when it should be under BANKING. Why would a cancelled credit card be listed when a month ago a new credit card was listed?

    All of this is screwed up and I cannot open the Accounts.
  • jonxian
    jonxian Member
    Each version will have different Amounts. Which is the correct one to use? Can one of those be deleted?
    Another Question: When opening Quicken the Sidebar shows BANKING (bold face) and then subcategories: CASH, SAVINGS , and CREDIT CARD (all in bold face). But under CASH are listed checking accounts and not in bold face - "checking". Why is Checking not in Bold face as a subcategory? Line of Credit is listed under Credit Card when it should be under BANKING. Why would a cancelled credit card be listed when a month ago a new credit card was listed?

    All of this is screwed up and I cannot open the Accounts.
  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Let's start with some basics. The bold headings in the sidebar are Account Groups. They combine the registers of multiple accounts in the group. But if you only have one (for example) savings account, and you named it "Savings", then you are going to see the word Savings listed twice. The first (bold) is the account group. The second (not bold) is the (only) account within that group.

    If you had another savings account, it would be listed alphabetically under the Savings heading along with the first savings account. To avoid confusion, it is recommended that you name the actual account something else (eg. "ABC Bank Savings"). Note that you can't change the name of the account groups.

    If you click the three dot (...) icon at the top of the sidebar, you will see there are options to expand or collapse all the sidebar groups. Give this a try. Alternatively, if you hover your pointer over an account group, you can click the little triangle that appears to its left to expand or collapse just that one group.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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