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You can add your VOTE to Exclude an account's balance on side bar while still having it remain in sidebar.Yes, you are correct I was referring tot he sidebar. Very unfortunate that you cannot exempt what you want from the net worth at the bottom. You used to be able to do this in Quicken for Windows but I migrated to a Mac and have found that Quicken is not as good on a Mac as it is on Windows.
Go to Reports > Net Worth > Customize...then select the accounts you want included and the time frame you want to see (I usually have This Year or Past 12 Months selected.This reply was created from a merged topic originally titled Tag investments as "Not Included in Totals" as with Windows version.
I would love to see you allow investments (brokerage) accounts to be tagged as not included in totals for net worth in the left side panel. This is possible with the windows version and makes handling GST, 529, and children's accounts much simpler. Otherwise, I'm constantly making accounts visible and not visible in the sidebar.