historical investing data

mkellen58

i have been tracking investments in Quicken for 30 plus years. Is there any reason to keep all the old account info for accounts that are no longer open? most are old 401k accounts that i was forced to sell to keep up with changes in the plans. i used to like to see my historical performance, but at 68 years old I would like to delete them and clean up the files in Quicken. Is there any benefit to keeping them?

Jim_Harman

One problem with deleting old empty accounts is that it may cause problems with transfers to and from those accounts.

The old transactions do contribute to the size of your file, but generally they have a very minimal effect on Quicken's performance.

Rather than deleting the old accounts, you can eliminate clutter by hiding them instead. To hide an account, you can go to Tools > Account list and click on Edit. The hiding options are on the Display Options tab. Some people like to close unused accounts, but this is not reversible so I just hide them.