How deleting account affects transfers

Sep 18, 2005 3 Replies

If I delete a Quicken account that has transfers into or out of another account, what happens to the corresponding entries in the other account?



When I set up my mortgage payment in Quicken, I created an account for my excrow, thinking that I would periodically enter the transactions representing the payments my bank makes from this account. Several years later, it is now obvious to me that I will never get arround to making these entries, and I am considering deleting the escrow account.



Thanks.



Gregg



They will become "uncategorized" transactions: the category field will be blank.

If you have decided what you would like done with "other half" of those transfer transactions, you can modify them before you delete the account, using Find/Replace.

Thanks. I had gotten so used to not finding answers to my questions in the Quicken Help that I didn't even bother to look there. I see now that this is actually explained there.

Should I use "find/replace" or "recategorize"? Is "recategorize" just a simplified find/replace that works only on categories? This is on Quicken 2005.

Gregg

Find/Replace is only necessary if you intend to "find" on something other than category.

Yes.

But I haven't found any advantage to recategorize so I always do a find/replace, then tend to only mention find/replace when the subject comes up.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required