What happens if I delete outdated investment accounts?
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milthess
Quicken Windows Subscription Member
I have a bunch of old investment accounts that were closed long ago. They were rolled into other accounts, which were rolled ...
I now have just a small number of accounts but continue to drag the old ones along. I have no need for the old ones and will never refer to them again.
What happens if I delete the old accounts in Quicken? Will it affect the basis reporting for the current ones?
Thanks.
I now have just a small number of accounts but continue to drag the old ones along. I have no need for the old ones and will never refer to them again.
What happens if I delete the old accounts in Quicken? Will it affect the basis reporting for the current ones?
Thanks.
0
Comments
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The Networth Report overtime will not be accurate, other than that, delete away. The transactions that transferred funds into those accounts will have their category changed to something like [deleted account], but that will hurt anything.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1 -
But be sure you have a GOOD backup on hand and keep it around for a while — just in case you don’t like the results!1
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q_lurker said:But be sure you have a GOOD backup on hand and keep it around for a while — just in case you don’t like the results!
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
It would be better to just HIDE those old accounts. I rename them from XYZ to XYZ-Closed.
That way you can still get historical reports.0 -
splasher said:The Networth Report overtime will not be accurate, other than that, delete away. The transactions that transferred funds into those accounts will have their category changed to something like [deleted account], but that will hurt anything.Signature:
This is my website: http://www.quicknperlwiz.com/0
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