Overview
Want to keep your account list clean and focused? This guide shows you how to hide closed accounts and savings goals in the account list. Whether you're tidying up your view or just want to see your active accounts, these quick steps will help you customize what appears in your account list.
To learn more about closed accounts, refer to our article on Marking Accounts As Closed on the Mobile App.
To learn more bout savings goals, refer to our article on Using Savings Goals on the Mobile App.
Hide Closed Accounts & Savings Goals
When you hide closed accounts from your Accounts List, any accounts that have been marked as "closed" will no longer be displayed with their $0 balance.
Tap the Menu (three-line icon).
Select Accounts.
Tap the three-dot icon in the upper right of the screen.
In the menu that appears, you’ll see options to:
Show closed account
Show savings goals breakdown
Simply uncheck either (or both) to hide them from your Accounts List.
If you're looking for the specific steps for hiding closed accounts and savings goals for the Web App, please refer to our article on How To Hide Closed Accounts and Savings Goals in Quicken Simplifi.
If you have any questions or need assistance with Quicken Simplifi, please don't hesitate to reach out to our support team!