What's the difference between "close" and "delete" account?

gvgary

I have an account that I don't want to use any more but I do want it to show up in the list of accounts. What is the best way to handle this?

Frankx

Hi @gvgary,

You can hide the account, which means it will not appear in the account bar but it will still be viewable in the Account List.   If you delete an account - it will be completely removed from your datafile.

To hide an account, Open the account in Quicken and use the "Ctrl+Shift+E" to open the "Edit Account Details" window > click on the "Display Options" tab and click on "Hide account name in Account Bar and Account List"

To undo the hide account or to view your hidden accounts: Go to Tools > Account List > then make sure the "Show hidden accounts" is checked in the bottom left of the Account list. 

Let me know if you have any followups.

Frankx