Quicken windows - How to Clean Up Old Accounts and Categories

donnaperch
donnaperch Member ✭✭✭
edited August 22 in Registers & Transactions (Windows)

I’ve been a longtime user of Quicken over 20 years. I’d like to clean it up. Start fresh. There are lots of accounts that I don’t use anymore lots of categories that can be forgotten some that need renaming etc. what’s the easiest way to do and when? I don’t want to screw up reports that I use for taxes at the end of the year.
thanks

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @donnaperch,

    Great to hear you've been using Quicken for over 20 years—it's smart to consider a cleanup! To help point you in the right direction without disrupting your reporting or tax prep, could you clarify a few things?

    1. Are you planning to continue using the same data file, or are you thinking of starting fresh with a new one while preserving your historical data for reference?
    2. Do you still need access to old account data for tax or reporting purposes, or are you comfortable with hiding/inactivating them?
    3. When you mention cleaning up categories:
      • Are you looking to rename, merge, or delete them?
      • Do you rely on category-based reports for year-end taxes?
    4. Do any of the old accounts still contain transactions that factor into current reports or balances (like loans, investments, or transfers)?
    5. Are there specific reports you run regularly that we should keep in mind while helping you plan a cleanup?

    Once we have a bit more info, we can help you clean up your file efficiently without risking any important data or disrupting reports.

    -Quicken Anja
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