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Karen Joinson
Karen Joinson, Client Support & Accountant - 15+ years
Category: Financial Software
Satisfied Customers: 35
Experience:  BS Accounting & Computer Science, QB Certified ProAdvisor
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How do I remove accounts from my quicken account

Customer Question

how do I remove accounts from my quicken account
Submitted: 1 month ago.
Category: Financial Software
Expert:  Karen Joinson replied 1 month ago.

Welcome to JustAnswer. My name is ***** ***** I will be happy to help with your request!

Expert:  Karen Joinson replied 1 month ago.

To delete an account, you can follow these steps: (NOTE: Read Caution after steps prior to deleting account).

  • Choose Tools menu > Accounts List.
  • Click the Edit button next to the account you want to delete.
  • In the Account Details dialog, click Delete Account.
  • In the confirmation dialog, type Yes.
  • Click OK.


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 or close an account instead:

1. Choose Tools menu > Manage Hidden Accounts:
2. Find the account that you want to hide or close in the list, and then select one or more of its Hiding Options.

Expert:  Karen Joinson replied 1 month ago.

Please let me know if you have further questions.

Expert:  Karen Joinson replied 1 month ago.

Hi -

Did the above solution solve your issue? If not, please let me know and I will continue to review.

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