Deleting an Account in a file

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.

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

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

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

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.

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

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.]

John, Thanks for your reply. Here is the real problem: For reasons unclear to me, multiple entries for the same transactions have occurred during download of this 1 account (I have 23 accounts of which 12 download). In fact, there are transactions which are entered (from the download) 15-30 times (it should be 1 only for each transaction). When I click on Ctrl-D to try to delete each of the extra transactions, it takes about 12 seconds to delete each transaction and that is AFTER I confirm the delete. There are HUNDREDS of transactions to delete. You CANNOT delete multiple transactions in a register if this is an investment (according to Quicken Help).

So I backed up quicken and tried to delete the account. I figured out how to do that. Quicken crashes when I try. I have tried validating the file, this takes a long time (at least 20 minutes)and doesn't help.

Any other ideas?

Thanks for your assistance,

Craig

Sometimes Quicken Help isn't right; but I suspect that Intuit isn't trying to broadcast this.

You can run a Banking Transaction report for the investment account. You can select the transactions in the report that you want to delete, using the same techniques you'd use to select multiple files in Windows Explorer. Then you can click the Edit button (in the report), and select "Delete transactions".

No message?

One thing you can try is to rename your Quicken price history file. If the price history gets corrupted, Validate virtually never fixes it. Using Windows Explorer, rename QDATA.QPH (where QDATA is the name of your Quicken data). Then start Quicken and try deleting the account. If that doesn't help, you can just rename the QPH file back (after deleting the new one Quicken created).

John, Thanks for that insight. I'll try this an let you know.

Craig

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?