Deleting an account

Deleting an account from the sidebar will delete it from Quicken. When you delete an account and confirm the deletion, Quicken cannot recover it. If you want to use an account in Quicken after you deleted it, you will have to add the same account again. Be sure that you really want to delete an account before doing so. Quicken also gives you the option of renaming the account from the sidebar.

Consider hiding, separating, or closing an account rather than deleting the account. The account may contain historical transaction data that could be useful in the future.

To delete an account from the account sidebar

1. On the account sidebar, control-click the account that you want to delete.
2. Select the Delete [Account Name] account menu item.
3. Click Delete to confirm the deletion.

To delete an account from the main menu

1. Select the account you want to delete in the sidebar.
2. In Quicken, choose Accounts > Delete Account...
3. Click Delete to confirm the deletion.

One do-over

From the Quicken menu, you can choose Edit > Undo Delete Account. (This is the only time you can recover this account. Once you move on to another task, you will no longer be able to recover this account.) You will also need to reconnect the account for download after the deletion.