How to handle a Closed Account (edit)

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This discussion was created from comments split from:

Closed account




  • DRMick
    DRMick Member ✭✭✭

    " I can see that there's now way to correct the mistake and reopen it"

    Please clarify, does this mean : There's NO way to correct… ? OR There's now A way to correct…. ?

  • Quicken Kristina
    Quicken Kristina Moderator mod

    Hello @DRMick,

    The post you're asking about is a couple years old. To answer your question, in Quicken for Windows, the only way to re-open a closed account is to restore a backup from before the account was closed.

    If restoring a backup isn't a viable option, then you could also create a new account and copy/paste the transactions from the closed account to the new one (if you want to transfer the history over to that new account).

    I also recommend that you take a look at this Idea post and add your vote if you'd like to see the functionality added to Quicken for Windows in the future:

    I hope this helps!

    Quicken Kristina

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    I only close an account, in Q, AFTER I've closed it in real life. If I open a new account at that FI … I open a new acct in Q also.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • splasher
    splasher SuperUser ✭✭✭✭✭

    There is one way around the issue. Create a new account and copy all of the transactions from the "closed" account to the newly created account.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.