What if my investment account and my checking account are linked? Can I delete just one?

Before you can delete either account, you'll need to unlink them. To do this:

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the investment account you would like to unlink.
  3. On the General tab, select No next to Show cash in a checking account.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.