Deactivate/disable account

Maverick1000
Maverick1000 Quicken Windows Subscription Member
edited January 8 in All Things Canadian (Windows)

Is there a way to disable or deactivate an account in Quicken, so that further (manual) transactions can't be posted to it in error?

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Maverick1000,

    Would you mind providing more information? Are you inputting manual transactions in a different register and they are appearing in said account? Are you discussing online automatic transactions? What exactly is the issue that you are experiencing?

    Let me know!

    -Quicken Jasmine

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 8

    "Deactivate" means, in Q, to disconnect the account from the FI so that it doesn't download anymore. Have you done that?

    There previously was a way to set an "account date password" that would require a password for any input/changes after a user-specified date … but I wasn't able to find that feature just now. Don't know if it still exists and don't know of any other way to do what you're asking.

    Also don't know if that feature ever existed in QCda.

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

  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭

    I might be misunderstanding, but it sounds like the OP is looking for the CLOSE ACCOUNT feature, which is found by right click on account —> edit/delete account —> Display Options —> Close Account. Or, alternatively, there are a couple Hide options also available on from the same dialogue box.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @Arctic Hare you raise a good point as the OP's request is rather vague. We'll just have to wait and see.

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

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