Start anew

davidwperry

I’ve been a longtime user of Quicken over 30 years. I’d like to clean it up. Start fresh. There are lots of accounts that I don’t use anymore lots of categories that can be forgotten some that need renaming etc. what’s the easiest way to do and when? I don’t want to screw up reports that I use for taxes at the end of the year. Thank You.

NotACPA

Rather than starting over, have you considered just HIDING things that you no longer need?

FIRST, take a backup … just in case, then:

For Accounts, do TOOLS, Account List and click EDIT adjacent to such an account's name and "Display Options". Then you can click "Close Account" (which, BTW, isn't a reversible action) and/or "Hide Account Name …"

For Categories, do TOOLS, Category List and check "Hide" adjacent to the appropriate categories.

Quicken Anja

Hello @davidwperry,

We haven't heard back from you in a while. Do you still need assistance?
Were you able to give @NotACPA's suggestion a try?

Check back and let us know! Thank you.

Quicken Anja

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!

Quicken Anja

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!