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About hiding, separating, and closing accounts

Quicken provides multiple ways to view and hide accounts in the Display Options tab:



Hide in Account Bar & Account ListHide in Transaction Entry ListsKeep this Account SeparateClose Account
The account is not displayed in the Account Bar and Account ListX


The account is not included in net worth calculations

X
The account is not included in features using historical data

X
The account is not included by default in reports and graphs

X
The account is not available as a selection in transaction entry lists (transfers, Reminders setup, etc.)
X
X
The account is not enabled for transaction download


X
The account balance is set to zero


X

Notes

  • Hiding an account in the Account Bar has no effect on reporting or other features. Accounts must be marked as separate to be removed from reporting and other feature
  • A closed account cannot be reopened, however, if an account is closed due to an error, it can be undone by restoring a backup.

For more information, see:

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