Home Page link  

old account deletions

 

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
old account deletions stetrekve 12-11-2006
Posted by stetrekve on December 11, 2006, 11:35 pm
Please log in for more thread options
Using Quicken 2004. I have a bunch of old bank accounts and stocks
that I sold that I have not used in years-I changed banks several years
ago . Every time I want to do a transfer from my current saving
account to my current checking account, I get this small drop down menu
of accounts and since my new bandk is WAMU, it is last in the list and
I have to go through about 8 Farmers & Merchants obsolete account names
to get to the WAMU names. How can I get rid of the F&M accounts?
Obviously they add up in the scheme of things to give me my current
balances in other accounts and I don't want to mess up my current
account balances. I would like to freeze the "old" accounts yet be
able to access their information only. I will upgrade to the newest
Quicken when I get my new computer after VISTA comes out in February
and not have the old stuff there to burden me. I want just to import,
if that is the word, the current accounts and stocks I have and not the
old stocks I sold nor the bank accounts.

Thanks
Steve


Posted by Bob Wang on December 12, 2006, 12:44 am
Please log in for more thread options
In my Quicken 2007 H&B if I just rename inactive accounts by adding an "z"
in front of the name, the accounts drop to the bottome of the list.

Bob

Using Quicken 2004. I have a bunch of old bank accounts and stocks
that I sold that I have not used in years-I changed banks several years
ago . Every time I want to do a transfer from my current saving
account to my current checking account, I get this small drop down menu
of accounts and since my new bandk is WAMU, it is last in the list and
I have to go through about 8 Farmers & Merchants obsolete account names
to get to the WAMU names. How can I get rid of the F&M accounts?
Obviously they add up in the scheme of things to give me my current
balances in other accounts and I don't want to mess up my current
account balances. I would like to freeze the "old" accounts yet be
able to access their information only. I will upgrade to the newest
Quicken when I get my new computer after VISTA comes out in February
and not have the old stuff there to burden me. I want just to import,
if that is the word, the current accounts and stocks I have and not the
old stocks I sold nor the bank accounts.

Thanks
Steve



Posted by stetrekve on December 12, 2006, 1:01 pm
Please log in for more thread options
thanks Bob that is an interesting idea. But I still would like those
old accounts out of the way. Who cares what I did ten years ago or
what accounts I had years ago? - except for historical purposes.
Worst case is that when I upgrade to the newest Quicken after buying a
Vista computer in February, I will just enter the current stocks I own,
ira's, and accounts in as new database like I just was introduced to
Quicken for the first time and freeze the old database for historical
purposes. SInce I have retired, a lot of my accounts are no longer in
use for me and are just in the way. simplify. simplify.

Steve

Bob Wang wrote:
> In my Quicken 2007 H&B if I just rename inactive accounts by adding an "z"
> in front of the name, the accounts drop to the bottome of the list.
>
> Bob
>
> Using Quicken 2004. I have a bunch of old bank accounts and stocks
> that I sold that I have not used in years-I changed banks several years
> ago . Every time I want to do a transfer from my current saving
> account to my current checking account, I get this small drop down menu
> of accounts and since my new bandk is WAMU, it is last in the list and
> I have to go through about 8 Farmers & Merchants obsolete account names
> to get to the WAMU names. How can I get rid of the F&M accounts?
> Obviously they add up in the scheme of things to give me my current
> balances in other accounts and I don't want to mess up my current
> account balances. I would like to freeze the "old" accounts yet be
> able to access their information only. I will upgrade to the newest
> Quicken when I get my new computer after VISTA comes out in February
> and not have the old stuff there to burden me. I want just to import,
> if that is the word, the current accounts and stocks I have and not the
> old stocks I sold nor the bank accounts.
>
> Thanks
> Steve


Posted by Charlie K on December 12, 2006, 1:11 pm
Please log in for more thread options
I'm not sure on Q2004, but in Q2005 you can go the the Account List and
the Manage and select hide accounts for those accounts you don't want
to show up on the transfer list etc. They're still there for history,
just unhide.


stetrekve wrote:
> thanks Bob that is an interesting idea. But I still would like those
> old accounts out of the way. Who cares what I did ten years ago or
> what accounts I had years ago? - except for historical purposes.
> Worst case is that when I upgrade to the newest Quicken after buying a
> Vista computer in February, I will just enter the current stocks I own,
> ira's, and accounts in as new database like I just was introduced to
> Quicken for the first time and freeze the old database for historical
> purposes. SInce I have retired, a lot of my accounts are no longer in
> use for me and are just in the way. simplify. simplify.
>
> Steve


Posted by TomYoung on December 12, 2006, 5:49 pm
Please log in for more thread options

stetrekve wrote:
> Using Quicken 2004. I have a bunch of old bank accounts and stocks
> that I sold that I have not used in years-I changed banks several years
> ago . Every time I want to do a transfer from my current saving
> account to my current checking account, I get this small drop down menu
> of accounts and since my new bandk is WAMU, it is last in the list and
> I have to go through about 8 Farmers & Merchants obsolete account names
> to get to the WAMU names. How can I get rid of the F&M accounts?
> Obviously they add up in the scheme of things to give me my current
> balances in other accounts and I don't want to mess up my current
> account balances. I would like to freeze the "old" accounts yet be
> able to access their information only. I will upgrade to the newest
> Quicken when I get my new computer after VISTA comes out in February
> and not have the old stuff there to burden me. I want just to import,
> if that is the word, the current accounts and stocks I have and not the
> old stocks I sold nor the bank accounts.

Charlie K's got it right. Just go to Tools > Accounts List > Manage
Accounts and check the "Hide in Quicken" box for each account you don't
want to make entries to any more. You'll have to remember to "Show
Hidden Accounts" in the reports generator if you want to include them
in reports, but that's one of those "non-fatal" errors.

Tom Young


Similar ThreadsPosted
Cannot accept downloaded transactions into Ameritrade-Cash account "You should make this change from the investment account" message July 8, 2006, 9:15 am
Q2007 ~ Xfrs fromiInvestment account not showing up in linked account. October 27, 2007, 5:16 pm
How can I use a brokerage account like a bank account? January 4, 2007, 7:31 pm
Can't add new account! Help... July 20, 2006, 9:38 pm
IRA or CD Account September 14, 2006, 10:23 pm
Zero out account January 3, 2008, 10:33 am
FSA account June 29, 2006, 12:06 pm
IRA Account - Help Please April 22, 2008, 10:22 am
Account Setup September 5, 2006, 6:32 am
Q2007 - Account Bar September 12, 2006, 3:42 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap