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Home Screen View "Investment Account Activity: Year to Date"

I am a long time quicken user but have been puzzled about why 3 accounts that were closed years ago (and have a confirmed $0 balance) continue to appear on my home page summary for "Investment Account Activity" when showing the current year-to-date. Does anyone know how I can get Quicken to stop displaying them?

Best Answer

Answers

  • smess
    smess Member
    Thank you, this worked! I appreciate the quick advice. This has been something I have been trying to figure out for the longest time
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited May 2020
    @Sherlock, is there a similar trick for the "Loan Summary"?  I've got loans that were paid off 6+ years ago showing there.  "Keep Separate" doesn't seem to have any effect.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited May 2020
    NotACPA said:
    @Sherlock, is there a similar trick for the "Loan Summary"?  I've got loans that were paid off 6+ years ago showing there.  "Keep Separate" doesn't seem to have any effect.
    You may want to consider converting the old loan accounts into simple liability accounts: create the liability account, Find/Replace the loan transfers to liability transfers, move remaining self-referencing transfer transactions and delete the loan account.
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