How do I close an account in the past? Say 2 years ago...

Greg A

I had previously deleted some brokerage accounts when I transferred them to a new manager. There were years of data. I learned I should have closed them and transfer the value. I have since imported the old data and closed them, however over the last 2 years since they closed they show up in my networth statement. I'd like to close them on a specific date.

Is this possible?

Jon

I don't think there's a way to automatically exclude all closed accounts from the Net Worth report. The best you could do would be to edit the report and switch from including all accounts to including selected accounts & then uncheck the closed accounts.

Jon

I currently have 80+ accounts in my Quicken file. Over 60 of them are marked closed & hidden with a 0 balance, but all of them show up in the Net Worth report (with a value of $0).

On some of the other reports showing net worth changes over time it makes sense to include closed accounts so the past values will be correct. But the Net Worth report is just showing current net worth, so including closed accounts makes no sense there.