How do I delete a bank account that I no longer use

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ATKuruda
ATKuruda Member ✭
in Download, Add/Update Accounts (Windows)
Try as I may I am unable to delete a no longer used bank account with a bank that I no longer use. any advice?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    Don't delete that account.  Use Q functions to CLOSE the account (TOOLS, Account List, click EDIT adjacent to the account name, check HIDE Account and CLOSE Account.
    NOTE that this will ZERO out the account, if it's not already $0

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • ATKuruda
    ATKuruda Member ✭
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    Well I finally figured it out and the account is gone.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    ... Edit Account --> bottom area --> Delete Account

    QWin - R54.16 - Win10

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Just so it is clear what the ramifications is of deleting an account.
    1. Your net worth over time and such reports will now be incomplete.
    2. If that account has any transfers to another account the "link" will be broken and when you look at that other account the transfer will have a category of [Unspecified Account].
    So unless the account is created by mistake, it is recommended that you don't remove accounts, simply make sure they are zeroed out, and hide them or you can use the close account function, but note that function can't currently be reversed.
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  • oldngrmpy1
    oldngrmpy1 Member ✭✭✭✭
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    I wish the phrase "Delete Account", would be discontinued and replaced by "Discontinue Account", as I sit here saying Oh NO after reading the ATKuruda discusssion, as I've been there & done that...no fun!

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