Start anew

davidwperry
davidwperry Quicken Windows Subscription Member
in Installing and Updating (Windows)

I’ve been a longtime user of Quicken over 30 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. Thank You.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Rather than starting over, have you considered just HIDING things that you no longer need?

    FIRST, take a backup … just in case, then:

    For Accounts, do TOOLS, Account List and click EDIT adjacent to such an account's name and "Display Options". Then you can click "Close Account" (which, BTW, isn't a reversible action) and/or "Hide Account Name …"

    For Categories, do TOOLS, Category List and check "Hide" adjacent to the appropriate categories.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @davidwperry,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @NotACPA's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

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