Deleting an Account in a file

Posted by Craig on October 4, 2008, 1:54 pm

Please log in for more thread options

We have multiple accounts in a Quicken File (Checking , savings, IRAs etc.)
Almost all of them are linked to their various financial institutions and
info is downloaded when I log on. This has worked quite well. I am having a
problem with one of the accounts. This particular account (an IRA) has a
lot of missing information in it (such as cost basis in it and I want to
delete it and re-download everything. I can't delete the account in Quicken.
Should I go through and delete every transaction and re-update? This will be
painful as there are a lot of transactions to delete. There are no links in
this account with any other accounts in the Quicken File.
I have hidden the account and tried to add a new Quicken File. I choose the
proper financial institution and it shows me all the accounts but won't let
me do a new one with an account on the list.
Quicken 2009 Deluxe R2

Thanks,
Craig
Quicken user since Version 1 for DOS (on an IBM PC jr. ) ?1985

Posted by thecreator on October 4, 2008, 2:27 pm

Please log in for more thread options

Hi Craig,

It is easy to delete an Account in Quicken, because I just did it, from
a Backup Copy, so I did not lose anything.

Don't hide the Account that you want to delete.

You need to delete all Scheduled Transactions affecting a particular
Account, before Quicken will Allow you to delete the Account.

Open Quicken. From the Summary Tab under Banking, click Options on the
Left for the particular Account Type you want to delete. Click Account List.
Next, click on the Account you want to Delete. Click Delete Account. If
"This account has one or more scheduled bills or deposits which must be
deleted before the account can be deleted." click OK and Open Bill and
Income Reminders. Click on the Scheduled Reminder and then at the top, click
Delete and click OK. Do this for each Scheduled Bill or Reminder that
affects this account you want to delete.

Then go back to Account List. Click on the Account you want to Delete.
Click Delete Account and type in Yes and click OK.

Note: You can also access the Account List from clicking at the Top,
Tools then click Account List. Or use Ctrl-A to open Account List.

--
thecreator

> We have multiple accounts in a Quicken File (Checking , savings, IRAs

> etc.) Almost all of them are linked to their various financial

> institutions and info is downloaded when I log on. This has worked quite

> well. I am having a problem with one of the accounts. This particular

> account (an IRA) has a lot of missing information in it (such as cost

> basis in it and I want to delete it and re-download everything. I can't

> delete the account in Quicken. Should I go through and delete every

> transaction and re-update? This will be painful as there are a lot of

> transactions to delete. There are no links in this account with any other

> accounts in the Quicken File.

> I have hidden the account and tried to add a new Quicken File. I choose

> the proper financial institution and it shows me all the accounts but

> won't let me do a new one with an account on the list.

> Quicken 2009 Deluxe R2

> Thanks,

> Craig

> Quicken user since Version 1 for DOS (on an IBM PC jr. ) ?1985

Posted by Craig on October 4, 2008, 2:51 pm

Please log in for more thread options

Thanks for your help. In 2009 Deluxe it is different, but I found it. What
was frustrating was the same transaction must have downloaded 20- 40 times.
It said I had a negative balance in that account of 3.5 million dollars!
Deleteing those multiple transactions is time consuming because (as far as I
can tell), you can only delete 1 transaction at a time. When I click delete,
then confirm it, it takes a while for the transaction to delete.
I assume that the error was during the download from the investment broker
on line (of course I hit Accept ALL). :)

Again, thanks
Craig

> Hi Craig,

> It is easy to delete an Account in Quicken, because I just did it, from

> a Backup Copy, so I did not lose anything.

> Don't hide the Account that you want to delete.

> You need to delete all Scheduled Transactions affecting a particular

> Account, before Quicken will Allow you to delete the Account.

> Open Quicken. From the Summary Tab under Banking, click Options on the

> Left for the particular Account Type you want to delete. Click Account

> List. Next, click on the Account you want to Delete. Click Delete Account.

> If "This account has one or more scheduled bills or deposits which must be

> deleted before the account can be deleted." click OK and Open Bill and

> Income Reminders. Click on the Scheduled Reminder and then at the top,

> click Delete and click OK. Do this for each Scheduled Bill or Reminder

> that affects this account you want to delete.

> Then go back to Account List. Click on the Account you want to Delete.

> Click Delete Account and type in Yes and click OK.

> Note: You can also access the Account List from clicking at the Top,

> Tools then click Account List. Or use Ctrl-A to open Account List.

> --

> thecreator

>> We have multiple accounts in a Quicken File (Checking , savings, IRAs

>> etc.) Almost all of them are linked to their various financial

>> institutions and info is downloaded when I log on. This has worked quite

>> well. I am having a problem with one of the accounts. This particular

>> account (an IRA) has a lot of missing information in it (such as cost

>> basis in it and I want to delete it and re-download everything. I can't

>> delete the account in Quicken. Should I go through and delete every

>> transaction and re-update? This will be painful as there are a lot of

>> transactions to delete. There are no links in this account with any other

>> accounts in the Quicken File.

>> I have hidden the account and tried to add a new Quicken File. I choose

>> the proper financial institution and it shows me all the accounts but

>> won't let me do a new one with an account on the list.

>> Quicken 2009 Deluxe R2

>> Thanks,

>> Craig

>> Quicken user since Version 1 for DOS (on an IBM PC jr. ) ?1985

Posted by thecreator on October 8, 2008, 8:54 am

Please log in for more thread options

Hi Craig,

Curious, I ask. Have you turned off any Anti-Virus Protection or Spyware
protection, while you are working in Quicken deleting entries? It may help
speed up the time it takes to delete. Leave the Firewall alone.

Also are you using your Hard Drive in Raid Configuration or normal? Do
you have any Backup programs running at the same time? Can you suspend them,
if you do?

--
thecreator

> Thanks for your help. In 2009 Deluxe it is different, but I found it. What

> was frustrating was the same transaction must have downloaded 20- 40

> times. It said I had a negative balance in that account of 3.5 million

> dollars! Deleteing those multiple transactions is time consuming because

> (as far as I can tell), you can only delete 1 transaction at a time. When

> I click delete, then confirm it, it takes a while for the transaction to

> delete.

> I assume that the error was during the download from the investment broker

> on line (of course I hit Accept ALL). :)

> Again, thanks

> Craig

>> Hi Craig,

>> It is easy to delete an Account in Quicken, because I just did it,

>> from a Backup Copy, so I did not lose anything.

>> Don't hide the Account that you want to delete.

>> You need to delete all Scheduled Transactions affecting a particular

>> Account, before Quicken will Allow you to delete the Account.

>> Open Quicken. From the Summary Tab under Banking, click Options on the

>> Left for the particular Account Type you want to delete. Click Account

>> List. Next, click on the Account you want to Delete. Click Delete

>> Account. If "This account has one or more scheduled bills or deposits

>> which must be deleted before the account can be deleted." click OK and

>> Open Bill and Income Reminders. Click on the Scheduled Reminder and then

>> at the top, click Delete and click OK. Do this for each Scheduled Bill or

>> Reminder that affects this account you want to delete.

>> Then go back to Account List. Click on the Account you want to Delete.

>> Click Delete Account and type in Yes and click OK.

>> Note: You can also access the Account List from clicking at the Top,

>> Tools then click Account List. Or use Ctrl-A to open Account List.

>> --

>> thecreator

>>> We have multiple accounts in a Quicken File (Checking , savings, IRAs

>>> etc.) Almost all of them are linked to their various financial

>>> institutions and info is downloaded when I log on. This has worked quite

>>> well. I am having a problem with one of the accounts. This particular

>>> account (an IRA) has a lot of missing information in it (such as cost

>>> basis in it and I want to delete it and re-download everything. I can't

>>> delete the account in Quicken. Should I go through and delete every

>>> transaction and re-update? This will be painful as there are a lot of

>>> transactions to delete. There are no links in this account with any

>>> other accounts in the Quicken File.

>>> I have hidden the account and tried to add a new Quicken File. I choose

>>> the proper financial institution and it shows me all the accounts but

>>> won't let me do a new one with an account on the list.

>>> Quicken 2009 Deluxe R2

>>>

>>> Thanks,

>>> Craig

>>> Quicken user since Version 1 for DOS (on an IBM PC jr. ) ?1985

>>>

Posted by John Pollard on October 4, 2008, 4:11 pm

Please log in for more thread options

Craig wrote:

> We have multiple accounts in a Quicken File (Checking ,

> savings, IRAs

> etc.) Almost all of them are linked to their various financial

> institutions and info is downloaded when I log on. This has

> worked

> quite well. I am having a problem with one of the accounts.

> This

> particular account (an IRA) has a lot of missing information

> in it

> (such as cost basis in it and I want to delete it and

> re-download

> everything.

> I can't delete the account in Quicken.

Why not? What happens when you try? What does Quicken say?

> Should I go through and delete every transaction and

> re-update?

Even if you delete the transactions in Quicken, you will not be
able to re-download them to the same Quicken account.

> This will be painful as there are a lot of transactions to

> delete.

There is a way to delete multiple investment account
transactions at one time ... but it's not clear to me that you
will get any benefit from doing that.

> There are no

> links in this account with any other accounts in the Quicken

> File.

> I have hidden the account and tried to add a new Quicken File.

I take it you mean you attempted to "add a new Quicken" account.

> I

> choose the proper financial institution and it shows me all

> the

> accounts but won't let me do a new one with an account on the

> list.

If your existing Quicken account is "activated" for downloading,
you can't add that same account to Quicken a second time. [See
the "Change Online Services" button on the Overview tab of the
account.]

> Quicken 2009 Deluxe R2

> Thanks,

> Craig

> Quicken user since Version 1 for DOS (on an IBM PC jr. ) ?1985

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup