How do I make a property disappear in the Accounts sidebar?

PCWizard
PCWizard Quicken Windows Subscription Member ✭✭✭
edited December 2022 in Registers & Transactions (Windows)
I'm using Quicken Deluxe for Windows version R44.28, Build 27.1.44.28. We have a home that appears under Property & Debt in the left sidebar. I don't want it to appear or be calculated in Ending Balance but I don't want to delete the historical data. I've tried everything I can think of but can't get rid of it. Any suggestions?

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Answers

  • Unknown
    Unknown
    edited November 2022
    This content has been removed.
  • PCWizard
    PCWizard Quicken Windows Subscription Member ✭✭✭
    edited November 2022
    DocGer, Thanks so much for the quick response. I had tried both these suggestions before, individually and together. The account itself disappears from the left sidebar but Property and Debt still remains, listing the amount of the account. Perhaps another step to remove Property and Debt from the left sidebar and Ending Balance? I don't want to delete the account completely, for historical reference. Perhaps I need to CLOSE the account. Reading help I'm led to believe the historical entries remain and the balance is zeroed out. Once closed and hidden will this prevent an account from appearing?
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Closing an account doesn't do anything that the settings that you have already been given do or that you can do for yourself. If you want the balance of the account to now be zero why don't you just put in a transaction to zero it out?  It would be a withdraw for the current amount, with the category set to [The Account Name].

    Closing an account basically take does these steps (note once close you can reopen it):
    1. Deactivate for downloading if needed.
    2. Remove any reminders for the account.
    3. Zero the account balance with a balance adjustment transaction (for investment account you have to sell everything first).
    4. Set "Hide in Transaction Entry Lists" (and this can't be undone.
    5. Puts this symbol in front of the account name: 
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  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    (note once close you can reopen it):
    I believe @Chris_QPW meant 
    (note once closed you can't reopen it):


  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    q_lurker said:
    (note once close you can reopen it):
    I believe @Chris_QPW meant 
    (note once closed you can't reopen it):


    Yes, typo, you can't reopen a closed account (even though you should be able, and can do it in Quicken Mac, you can't in Quicken Windows)
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  • Unknown
    Unknown
    Answer ✓
    This content has been removed.
  • PCWizard
    PCWizard Quicken Windows Subscription Member ✭✭✭
    edited November 2022
    My thanks to everyone responding. I did Validate the file to no effect. I have found that to get the appearance I want I have to check both "Keep this account separate..." and "Hide account name in account bar and account list", as suggested. This makes the account and amount disappear from Property & Debt in the Sidebar, however the amount still appears under Separate\More Accounts. To get it to disappear completely I have to add a final transaction in the account to Zero-out the balance. I will adhere to the advice to never Close an account, that sounds like a good idea.
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