How to remove obsolete accounts from the Investing tab?

cminarik_1953
cminarik_1953 Quicken Windows Subscription Member ✭✭
in Investing (Windows)

I have obsolete investing accounts with a zero balance that I have hidden from the Accounts Column on the left side of the screen. But they still show up in the Investing > Portfolio tab.

Is there a way I can exclude these accounts from the Investing tab?

TIA.

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Best Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Click Options and the select Customize current view. The you can remove those Accounts.

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 3 Answer ✓

    Yes there is. If you go to the Investment tab and select ⚙️Options in the upper right, then Customize current view. Next select Accounts and be sure to check Hidden accounts. You can now include and exclude investment accounts.

    3uVg3ypwQR.png
  • cminarik_1953
    cminarik_1953 Quicken Windows Subscription Member ✭✭
    Answer ✓

    Thanks!

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Click Options and the select Customize current view. The you can remove those Accounts.

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 3 Answer ✓

    Yes there is. If you go to the Investment tab and select ⚙️Options in the upper right, then Customize current view. Next select Accounts and be sure to check Hidden accounts. You can now include and exclude investment accounts.

    3uVg3ypwQR.png
  • cminarik_1953
    cminarik_1953 Quicken Windows Subscription Member ✭✭
    Answer ✓

    Thanks!

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