Separate an account

1. In Quicken, choose Accounts > Hide and Show Accounts.
2. For the account, you’d like to separate, choose the Keep Separate checkbox.
3. Click OK. Quicken will separate and move it to the Separate Accounts section at the bottom of the Account Sidebar below net worth.

Can I have two Quicken files open at the same time?

Can I use the same Quicken data file on more than one computer? A file can be moved from one computer to another computer, but it cannot be used simultaneously on both computers. Quicken needs to be installed on each computer. You can find instructions to move your data file to another computer by clicking here.

How many accounts can you have in Quicken?

512 accounts
In a Quicken file you can have: Accounts – Up to 512 accounts of each Account Type (spending, credit, investment, etc.);

How do I delete Quicken and start over?

Instructions

1. Choose File menu > Show This File on My Computer.
2. Select the file you want to delete, or enter the name of the file in the Search Files field.
3. Right-click the file and select Delete.
4. Confirm that you want to delete the file.
5. Click OK.

How do I cancel my Quicken Loans account?

You can send an email to [email protected] requesting that they delete your account.

How do I archive previous years in Quicken?

The archive command in Quicken makes a copy of transactions prior to and including a date you specify….Start the Quicken File Archive Process

1. In Quicken, click on File on the upper left, then File Operations.
2. Click on Year-End Copy.
3. Select Archive and click OK.

Can you have two Quicken files open at the same time?

Can I use the same Quicken data file on more than one computer? A file can be moved from one computer to another computer, but it cannot be used simultaneously on both computers. Quicken needs to be installed on each computer.

How do I link accounts in Quicken?

Create a New Quicken Account for Online Access

1. From the Tools menu, select Add Account….
2. Enter the name of your bank and click Next.
3. Enter your credentials, select Save this password (if using the Password Vault) and click Connect.