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 List | Hide in Transaction Entry Lists | Keep this Account Separate | Close Account | |
|---|---|---|---|---|
| The account is not displayed in the Account Bar and Account List | X | |||
| 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.