Investing Dashboard displays accounts that are dormant

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Member ✭✭✭
edited May 2021 in Investing (Windows)
The Investing/Dashboard view displays accounts that have been closed. I cannot find anywhere to edit these accounts. How do I remove them from the dashboard.
They show very small fractions of shares, I'd like to adjust these out.

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Best Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    In the Dashboard view, customize the Accounts included in the Dashboard by clicking on "Select Accounts" to open a drop-down.  Then select "Custom..." and deselect the accounts you do not want included in Dashboard.  If you do not see those accounts, check the box for "Show (hidden accounts)" and you should then be able to see and uncheck those accounts.  Click "OK" and those accounts should no longer be shown in your Dashboard view.
    Did this resolve the issue for you?

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • Member ✭✭✭
    Answer ✓
    Thanks for the help. That solved the problem.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You are welcome.  I'm glad it worked for you.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    In the Dashboard view, customize the Accounts included in the Dashboard by clicking on "Select Accounts" to open a drop-down.  Then select "Custom..." and deselect the accounts you do not want included in Dashboard.  If you do not see those accounts, check the box for "Show (hidden accounts)" and you should then be able to see and uncheck those accounts.  Click "OK" and those accounts should no longer be shown in your Dashboard view.
    Did this resolve the issue for you?

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • Member ✭✭✭
    Answer ✓
    Thanks for the help. That solved the problem.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You are welcome.  I'm glad it worked for you.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

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