Quicken Home, Business & Rental Property - Windows 10-Home Version
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Hi @Niel W,You need to go to the "Linked Cash Account" open up the "Edit Account Details - General Tab" there and select "No". That will remove the cash account and return the Investment account back to what it was before you setup the link.Let me know f you have any followups.Frankx
Neil W said:
That option does not appear in the details for either the linked account or the investment account. Does it make a difference if the investment account is an IRA?
Neil W said:
Thanks again. As it turns out, those five accounts are actually no longer active because the assets were transferred to newer rollover accounts. I wanted to integrate them to more cleanly reconcile and archive the sets of transactions (which go back more than 20 years). I haven't archived my Quicken data before and don't know if the linked accounts will cause a problem with archiving and subsequent access.
-- Use Shares transferred between accounts to move the current holdings to the new accountThat should leave two empty accounts, which you can hide, and an IRA with your current holdings and cash.