When Closing Accts., Do You Select 'Keep This Acct. Separate'?

Member ✭✭✭✭
in Registers & Transactions (Windows)
Just wondering when people close an acct. (such as a credit card), do you check the box 'Keep this acct. separate - acct. will be excluded from Quicken reports & features?

I always check this box but I realized if I ever want to look at previous spending, these accts. won't be included (so my spending looks lower).



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Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Why close?  Just zero it out and hide it.  Making it separate causes it to not be included in the Networth report if you run it against a range of dates.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    No. I never check that box. When I am ‘finished’ with an account, like an old credit card or bank, I hide the account. When necessary, I will choose to show hidden accounts and include the ‘I’m finished with’ account. 

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