Deleting an account

jomist

I have a investment account that is so fouled up from mishandled downloads that a simple fix might be to delete the account and reintroduce it to quicken via a new download. It is OK if some historical data is lost. can this be done without affecting any other accounts?

Frankx

Hi @jomist,

Yes, you can delete one account in Quicken without affecting other accounts.  However, as always, make sure that you have a good backup file before you do the deletion, just in case.

Frankx

splasher

If you delete an account that has/had transfers from other accounts, the category of the transaction in the remaining account will be changed to either [Unspecified Account] or [Deleted Account] to indicate that it was a transfer to begin with and the other half no longer exists and this half of the transfer was kept.

Frankx

Hi @jomist,

Yes, you can delete one account in Quicken without affecting other accounts.  However, as always, make sure that you have a good backup file before you do the deletion, just in case.

Frankx

splasher

If you delete an account that has/had transfers from other accounts, the category of the transaction in the remaining account will be changed to either [Unspecified Account] or [Deleted Account] to indicate that it was a transfer to begin with and the other half no longer exists and this half of the transfer was kept.