Deleting old accounts?


W

William W. Plummer

I have some old bank and investment accounts that haven't been used in
years. The transactions are still in Quicken and I would like to get rid
of them. But there are transfers to/from other accounts that will stay
around. What will happen to these in the permanent accounts? Thanks.
 
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S

Steve Dell

Why not merely hide the closed accounts. Deleting them might mess up a lot
of your current transactions.

I have a number of old accounts - checking, CD's that have matured,
brokerage accounts and so forth. I hide them and don't delete them.
Furthermore, if you ever want to do a Net Worth report going back a number
of years to see how you are doing, you will need those old accounts.

Yes, they take up some room but I would rather use up more recycled
electrons than lose the history.

Just one man's $0.02.

Steve
 
C

Catherine White

Choose to Hide them instead. That way they aren't in your face but you
don't lose or otherwise mess up old data.

Catherine
 
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T

The Michael

I have some old bank and investment accounts that haven't been used in
years. The transactions are still in Quicken and I would like to get rid
of them. But there are transfers to/from other accounts that will stay
around. What will happen to these in the permanent accounts? Thanks.
Why not just make a backup copy, open it, delete the accounts and if its OK just
continue with that file. Otherwise restore the original and re-visit the drawing
board.
 

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