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How To Delete an Account

Updated: 5/07/2012 | Article ID: GEN82281

Delete an account

  1. Choose Tools menu > Accounts List.
  2. Select the account you want to delete. (Then select Edit in newer versions.)
  3. Click Delete.
  4. In the confirmation dialog, type Yes.
  5. Click OK.

Caution

Deleting an account permanently removes that account's records from your file. Once you delete an account, there's no way to recover the account or the information about your transactions that it contained. In addition, Quicken deletes the account name from the Category field of all transactions that have transfers to the account. These transactions appear as uncategorized transactions in reports.

In most cases, we recommend that you hide an account instead.

Close out a linked checking account

  1. In the Account Bar on the left side of the Quicken window (default location), click the account name for an investment account for which there is an existing linked checking account. If the account summary page is not displayed, click the Summary tab.
  2. In the account Summary page, under Account Attributes, click Edit Account Details.
  3. If necessary, click the General Information tab.
  4. For the Show cash in a linked checking account option, click No.

Note

When you click Done, Quicken transfers all cash transactions into the investment account's transaction list and deletes the existing linked checking account.

If your linked checking account included transfers from other cash flow accounts, these may affect your ending cash balance. You can either restore your backup file (recommended) or resolve the difference by editing the cash transactions in your investment account.

 
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