How do I get rid of old stuff?

I have used an older version for years. Just purchased a new iMac and had to update Quicken. A new world completely. I have multiple accounts that are not 0, and need to delete but can't because they have balances. How can I make the adjustments needed to zero the accounts so I can delete.


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    You can enter an adjustment and make the category a transfer back to the same account you are in.  It's a special one sided transaction.   At least you can for Windows, don't know about Mac.

    I'm staying on Quicken 2013 Premier for Windows.

  • RickO
    RickO SuperUser, Mac Beta Beta
    You may want to mark the account as closed and hidden rather than delete it so you have the info for historical purposes.

    However, you should be able to delete an account in QMac even if they have a balance. What's happening when you try to delete these accounts?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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