Hidden accounts after update

Quicken has added new Separate and Closed account settings which will change where your Hidden accounts appear on the account sidebar.

What Changed?

Accounts that were previously set to Hide in Lists will now appear in a new sidebar group called Hidden Accounts. The benefit of this is that you can now use All transactions to search through both your current and closed accounts. This was not possible before. This does mean that the balances in these accounts will now be included in your net worth calculation so you'll want to make sure the balances are correct. If these accounts are closed you may want to take advantage of the new Mark as Closed feature to close the accounts in Quicken.

Any account that was set to Hide in Reports will now appear in a new sidebar group called Separate Accounts that appears at the bottom of the account sidebar below net worth. This is where many of your hidden accounts will now appear since this was the default setting when hiding an account. In this case, the balances in these accounts will not affect your net worth or report balances. If these accounts are actually closed, you may want to change the account setting and mark them as closed so they appear in the right location.

Hide an account

1. In Quicken, choose Accounts > Hide and Show Accounts.
2. For the account, you'd like to hide, choose the Hide in Lists checkbox.
3. Click OK.
   • Quicken will hide the account and move it to the Hidden Accounts group at the bottom of the list of accounts. To show a previously hidden account, deselect the Hide in List checkbox.

You can also specify this setting in Account Settings.

Separate an account

1. In Quicken, choose Accounts > Hide and Show Accounts.
2. For the account, you'd like to separate, choose the Keep Separate checkbox.
3. Click OK.
   • Quicken will separate and move it to the Separate Accounts section at the bottom of the Account Sidebar below net worth. To restore a Separate account to the normal Account Sidebar location, deselect the Keep Separate checkbox.

You can also specify this setting in Account Settings.

Close an account

1. In Quicken, choose Accounts > Settings
2. For the account, you'd like to close, select Mark as Closed.
3. Click OK.
   • Quicken will automatically add an adjustment to set the balance to zero, disconnect the account if it's a connected account, and mark the account as hidden so it moves to the Hidden Accounts group.

Delete an account

WARNING: Deleting an account will remove all its transactions and transaction history from Quicken. The transactions and historical information will no longer be available in reports, tools, or over-time reports. You should delete an account only if it was added in error, or if you're sure you will never need the account data in Quicken again.

Consider hiding the account (see help topic above) instead of deleting if it's a valid account that is closed or infrequently used. This will remove the account from day-to-day usage but preserve the past data for reports and tools.

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.

Note: You can also delete an account from the sidebar. Right-click the account and select Delete.