. how do you remove an account

Marty24
Marty24 Quicken Windows Subscription Member
edited January 2023 in New to Quicken/Getting Started (Windows)
How do i remove an investment account i added to quicken

Best Answer

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Marty24

    The short answer is:

    1) Open up the account register for the "investment account" that you want to delete;
    2) Click on "Edit account details";
    3) In the "Account Details" pop-up window > click on the "Delete" button at the bottom:
    4) Type "yes" to confirm > then hit "OK"

    Let me know if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Marty24

    The short answer is:

    1) Open up the account register for the "investment account" that you want to delete;
    2) Click on "Edit account details";
    3) In the "Account Details" pop-up window > click on the "Delete" button at the bottom:
    4) Type "yes" to confirm > then hit "OK"

    Let me know if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

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