How do I close an equity account? (Q Mac)

Eegee
Eegee Member
edited May 29 in Investing (Mac)
I liquidated this account many years ago but it was not noted at the time and now I need it gone so it doesn't show up in reports.
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Best Answer

  • Eegee
    Eegee Member
    Accepted Answer
    Thank you. I was able to fix it.

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    What assets does it show un the account. If you have one or more securities with any shares showing up, you'll need to make them go away. You can use a Remove Shares transaction, and back-date it to whenever in the past you wish. Once all securities in the account have zero shares, and the cash balance is zero, you can mark the account to be Closed and Hidden in Accounts > Hide and Show Accounts. 
    Quicken Mac Subscription • Quicken user since 1993
  • Eegee
    Eegee Member
    Accepted Answer
    Thank you. I was able to fix it.
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