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Tag investments as "Not Included in Totals" as with Windows version

unknown

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.

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unknown

This reply was created from a merged topic originally titled Feature Request 4 Mac: Exclude an account's balance on side bar while still havin....

Exclude an account's balance in sum on side bar while still having it remain in sidebar. This was possible on Windows.

unknown

Go to REPORTS, Net Worth, Customize, and de-select your investment accounts and select a time period.

VOILA...your Net Worth WITHOUT your investment totals.

You can even track your increase/decrease by selecting the proper date range.

I do the opposite. To track how my investments are doing, I've set up and saved a report for Net Worth including ONLY my investment accounts over time. I can now easily see how my investments have increased over a specific period of time.

You could also set up one to reflect ONLY your children's accounts and/or categories and/or tags.

smayer97

Please go to and VOTE for this IDEA post:

https://getsatisfaction.com/quickencommunity/topics/feature-request-4-mac-exclude-an-accounts-balanc...

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for User Interface Options and Features or the
List of Requests Related to Investments. Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

unknown

Please go to and VOTE for this IDEA post:

https://getsatisfaction.com/quickencommunity/topics/feature-request-4-mac-exclude-an-accounts-balanc...

No need to vote. It's there...as I outlined below.

unknown

Hey B. Hawks. Your solution is only for reports, not for the sidebar.

smayer97

Go to REPORTS, Net Worth, Customize, and de-select your investment accounts and select a time period.

VOILA...your Net Worth WITHOUT your investment totals.

You can even track your increase/decrease by selecting the proper date range.

I do the opposite. To track how my investments are doing, I've set up and saved a report for Net Worth including ONLY my investment accounts over time. I can now easily see how my investments have increased over a specific period of time.

You could also set up one to reflect ONLY your children's accounts and/or categories and/or tags.

Good for reports...but OP is asking about sidebar.