i want to delete a savings account and reinstall

Question

i've messed up the entries from years past. I want to start clean...How can I do it and only enter a different start date.

nancyincali · Answer

Quicken Jaden, thank you. Still have a problem. When I entered the account location and found the exisitng accounts. the message said i couldn't add it to quicken.  Do I call The bank or work with Quicken to fix this?  Very frustrating to get through to Quicken.  I have a subscription.  Ugh

Quicken Jade · Answer

Hi @nancyincali, I'm sorry to hear that you're experiencing issues. I would recommend that instead of fully deleting the accounts, you hide them and create new ones. I would create the new accounts first which can be done by going to Tools > Add Account. Here are the steps to hide the old accounts after,To hide or close an account

* Choose Tools menu > Manage Hidden Accounts.
* Find the account that you want to hide or close in the list, and then select one or more of its Hiding Options.
* Click OK.

If you would really like to delete the account, keep in mind this cannot be undone but here are the steps on that processTo delete an account

* Before you begin, create a backup of your file.
* After backing up, click on Tools on the top menu bar, then choose Account List (or hold down Ctrl+A on your keyboard).
* Select the account you want to delete and click Edit.
* In the Account Details window, click Delete Account.
* To delete the account, you must type YES in the Delete Account window, and then click OK.

I hope this helps!
- Quicken Jade

nancyincali · Answer

please help.  I have a checking and savings account, and I want to delete and resinstall the savings account.  Do I delete the old account first and then put in a new account.  Or do I just add the savings account again and then delete the old account?  TIA