How do I remove closed accounts from my portfolio list?

I have several closed accounts that continue to appear on the Portfolio List. How do I remove them?

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited October 2020 Accepted Answer
    Open the Portfolio view, select Customize, the Accounts tab, check Show (hidden accounts), uncheck the accounts you do not want to include in the view, and select OK.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited October 2020 Accepted Answer
    Open the Portfolio view, select Customize, the Accounts tab, check Show (hidden accounts), uncheck the accounts you do not want to include in the view, and select OK.
  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited October 2020
    You cannot due to the transaction history in the accounts. The best method to "suppress" their display is to rename them so they appear at the end of the list. I use the x. as a prename identifier in the format x.IBM, but you can use whatever works best for you.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 21H2