Archive off old categories...

Question

Over the last 10 years, I have opened/closed bank accounts, modified my categories, rules, etc.  I know I can HIDE old categories, but do these impact quicken speed/performance any?  also, would love to 'delete' old accounts that I've either hidden or closed, so they no longer appear in the sidebar.  Can this be done?

Jon · Accepted Answer

You can set the sidebar to not show hidden accounts. In Quicken Settings on the Sidebar tab, under the Accounts to Display section uncheck Hidden. This setting applies to all hidden accounts so you won't see any of them, you can't turn that off on an account by account basis (other than changing the account to not be Hidden anymore).

Jon · Accepted Answer

@jacobs Are you sure that workaround is still necessary? I checked just now & my portfolio graph seems to be correct even though I have the sidebar set to not show either Closed or Hidden accounts (and it would be really obvious since all of my current retirement accounts are less than a decade old). Turning either or both of those options back on doesn't change the graph.

Nevermind, I did have some retirements accounts that were not Hidden after all, hiding those did affect the graph. But as long as the old accounts are marked as Closed and not Hidden, they are included in the Portfolio graph whether they are displayed in the sidebar or not. So you can remove Hidden accounts from the sidebar without affecting the graph.