Delete or rename ledgers

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danpisko
danpisko Member

Quicken Classic Online for Mac

In the sidebar, inside Profile, there are 3 (I want to call them accounts but that's where the confusion starts) listed. They seem to be ledgers of my transactions but one is very old, another stopped recording new transactions a few months ago and the third is up to date and correct.

How can I rename these? Or better, delete the old ones. Thank you!

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Answer ✓
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    One small clarification on @Quicken Jasmine's answer… this is done in the Quicken Classic desktop app, not the web (online) app.

    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @danpisko,

    You can delete Cloud Accounts by navigating to Quicken > Preferences > Connected Services > See All Cloud Accounts > Click on the account you want to delete > Click the Minus (-) button in the bottom left corner > Delete Cloud Account. 

    I hope this helps!

    -Quicken Jasmine

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  • RickO
    RickO SuperUser, Mac Beta Beta
    Answer ✓
    Options

    One small clarification on @Quicken Jasmine's answer… this is done in the Quicken Classic desktop app, not the web (online) app.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @danpisko I'd like to clarify something. You said you are using "Quicken Classic Online for Mac", but there is no such thing. There is Quicken Classic for Mac, which is the desktop software which is the home for your data. And there is Quicken on the Web, a web browser interface to Quicken Cloud (sometimes referred to as an app, even though it's just a web browser), where some of your data can (optionally) be mirrored. (And there is also the Quicken Mobile App, which similarly to Quicken on the Web shows your Quicken Cloud data.)

    It looks like you're using one of the companion apps, and that's what your question is about. You may want to re-post your question in the Quicken on the Web category of this site (or the Quicken Mobile app category) to catch the eye of people who utilize those companion apps. In the web interface, make sure it shows you are only syncing from your current data file; I think this is in the lower left corner. I only use the desktop program, so I unfortunately can't offer much advise on the web interface.

    Quicken Mac Subscription • Quicken user since 1993
  • danpisko
    danpisko Member
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    Thanks all. After searching the web I saw Rick's message. That is correct. I found all 3 ledgers listed but two were named the same and I deleted the wrong one. I don't see a recover option and it sync'd with my mobile app before I turned off sync. I guess I'll be starting from scratch!

This discussion has been closed.