Too many accounts

Marc L
Marc L Quicken Windows Subscription Member ✭✭
I have so many accounts that I have to scroll to see my business accounts which are the bottom. I classified my business checking, building, cash, etc. as separate accounts.
I have quite a few semi-dormant(< $10) accounts that I can't hide as I occasionally have downloads. Using the twisty closes too many accounts.
Thoughts?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Rename the accounts you don't use to something like this: Z_Closed LC Cash 1
    That way they will sort to the bottom of the lists.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 2023
    If you mark these accounts as "hidden from Account Bar and Account List" you can still download transactions into them from One Step Update and you can still work with them but it will unclutter your Account List.
    To work with the hidden accounts look for and click "More Accounts" in the Account Bar.
    Use Tools / Manage Hidden Accounts to hide or un-hide your accounts.
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