How do I delete an account or several accounts from a file

I want to use only 5 accounts from an existing long term file to keep the history of these accounts. or build a new file with all of their history.

Best Answer

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Accepted Answer
    Hi @Amy Carlson,

    Just a warning - once you delete an account it is gone forever, so please make a backup of your Quicken data file before you follow the instructions below.  Also you should understand that deleting an account which has transfers in or out to other accounts can and will affect those other accounts, so you may have work to do to get the accounts that remain into balance.

    All that being said... To delete one or more accounts:

    1) Go to "Tools" > "Account List";
    2) Locate the account that yo want to delete and click in the "Edit" button just to the right of the account name;
    3) At the bottom of the Pop-up Window, you will see a "Delete Account" button - Click it;
    4) You will be asked to confirm that you want to delete the account by typing "yes" in the field - do that and click "OK".
    5) The account has been deleted - Go to the next account and repeat these steps.

    Good luck.

    Frankx


                           Quicken H&B-Subscription - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Accepted Answer
    Hi @Amy Carlson,

    Just a warning - once you delete an account it is gone forever, so please make a backup of your Quicken data file before you follow the instructions below.  Also you should understand that deleting an account which has transfers in or out to other accounts can and will affect those other accounts, so you may have work to do to get the accounts that remain into balance.

    All that being said... To delete one or more accounts:

    1) Go to "Tools" > "Account List";
    2) Locate the account that yo want to delete and click in the "Edit" button just to the right of the account name;
    3) At the bottom of the Pop-up Window, you will see a "Delete Account" button - Click it;
    4) You will be asked to confirm that you want to delete the account by typing "yes" in the field - do that and click "OK".
    5) The account has been deleted - Go to the next account and repeat these steps.

    Good luck.

    Frankx


                           Quicken H&B-Subscription - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    You can also just Edit the Account -
    and set it to be SEPARATE so it doesn't appear in displays or reports -


    Quicken Subscription - Windows 10
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