Remove old savings (asset) accounts from account view

BourbonManNJ

I have some very old "savings" accounts from around 1999 that show up when I click "more accounts" under the left handed savings accounts view screen.

I am trying to get rid of them from that list

The account is "hidden" in account view, however, they do not show up in the "Saving Goal" view where i could delete the savings goal or keep it as zero dollar asset account

I have tried unhiding the account, but it still does not show up in the "Savings Goal" view even when closing and reopening quicken.

If i could get it to show up in "Saving Goal" View, I could then zero it out or delete it

any ideas?

Frankx

Hi @BourbonManNJ.

If I understand your post correctly, you have some old savings accounts that are in "hidden view" but you actually want to delete them.  And apparently you want them "to show up in "Savings Goal" View" so you "could then ... delete it".

One way to delete such an account is by "closing" it.  You can do that from the "Manage Hidden Accounts" screen as follows:

1. Go to the bottom of the "Accounts Bar" and click on "More Accounts";
2. In the pop-up menu, click on "manage Hidden Accounts..."
3. In the pop-up window, go to the far right column for whichever accounts you want to delete and click on "Close Account" and then type "yes" in the "Are you sure you want to close this account?" box.  HOWEVER - Note that the account will be permanently closed. A closed account cannot be reopened later.

Let me know if you have any follow-up questions.

Frankx

Frankx

Hi @BourbonManNJ.

If I understand your post correctly, you have some old savings accounts that are in "hidden view" but you actually want to delete them.  And apparently you want them "to show up in "Savings Goal" View" so you "could then ... delete it".

One way to delete such an account is by "closing" it.  You can do that from the "Manage Hidden Accounts" screen as follows:

1. Go to the bottom of the "Accounts Bar" and click on "More Accounts";
2. In the pop-up menu, click on "manage Hidden Accounts..."
3. In the pop-up window, go to the far right column for whichever accounts you want to delete and click on "Close Account" and then type "yes" in the "Are you sure you want to close this account?" box.  HOWEVER - Note that the account will be permanently closed. A closed account cannot be reopened later.

Let me know if you have any follow-up questions.

Frankx

BourbonManNJ

thank you. i did consider that but wasnt sure if all the transactions would be reversed and possibly mess up other accounts

I did find that if I 'unhid' the account and then went into 'edit account', there were display options . i clicked all boxes and the account "went away" to my view