Deactivate/disable account
Best Answer
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If the Older account is at a zero balance and will never have any more transactions entered then CLOSE the account. I will presume it should be at a zero balance because if you split the account in Quicken then the logical thing to do is to use a Transfer transaction in Quicken to move the balance from the old account to the new account on the day you switched to the new account. You can still view a closed account, but you won't be able to edit it. If you are looking for some sort of temporary account lock, I don't think that exists. You could Hide the old account temporarily and then only unhide it when you need to access it. So, there are a couple of options, but none of the options may work exactly like you were hoping.
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Answers
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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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"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 VP0 -
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.
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@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 VP0 -
Good morning, thanks for the feedback. It's nothing to do with downloading account info or anything, rather, I enter transactions manually, and for various reasons have had to split 1 credit card account in Quicken into 2, one for older transactions, and one for newer. I was trying to find a way to prevent transactions from being accidentally posted to one of these 2 accounts - still want to be able to access, view, edit, etc., but don't want to be able to inadvertently post to the account. Does that help
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If the Older account is at a zero balance and will never have any more transactions entered then CLOSE the account. I will presume it should be at a zero balance because if you split the account in Quicken then the logical thing to do is to use a Transfer transaction in Quicken to move the balance from the old account to the new account on the day you switched to the new account. You can still view a closed account, but you won't be able to edit it. If you are looking for some sort of temporary account lock, I don't think that exists. You could Hide the old account temporarily and then only unhide it when you need to access it. So, there are a couple of options, but none of the options may work exactly like you were hoping.
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Thanks Arctic!
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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.
I believe that feature is now under ‘File / Set password to modify transactions’. It now appears to apply to all accounts, not a specific account.
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