Hiding old accounts, categories and tags
I've imported Quicken data going back a long time...perhaps 15 years. I have many old accounts, categories and tags which I no longer use for new transactions.
I know that I can hide accounts with zero balances on the home page, but it would be good if they could also be hidden on the left pane of the register windows also - e.g. Many are old credit cards which I no longer have. Perhaps this could be treated as "closing" an account? I want to keep the old transactions around for historical purposes, but will never need to add a new transaction to those accounts so it would be great if they were less prominent than my currently active accounts.
Same goes for old categories and tags - I used some at previous residences and don't want them to disappear entirely, but having them hidden when doing new transactions, and not part of autocomplete would be great.
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1 Posted by Noname on 21 Nov, 2010 02:12 PM
When you refer to "if they could also be hidden on the left pane of the register windows also" are you referring to the listing in the Side Bar? If so, you can remove any account from the Side Bar by clicking once on the account name to highlight it and then clicking the "-" located at the very bottom of the screen below the Bar. This will just remove the account from the listing and not delete the account from your file. (To add an account you would click the "+" sign.)
Regarding old categories and tags (and securities as well), I would also like a way to hide these items so they don't show up in listings where I have to scroll through them to find what I'm looking for.
2 Posted by Noble One on 21 Nov, 2010 02:19 PM
Woo hoo! The "-" was exactly what I needed there :) Thanks!