Separate Account on Sidebar

Unknown
Unknown Member
edited May 2022 in Investing (Mac)
I just converted from QW to QM.  In the former I was able to “keep accounts separate”. This feature would keep the account separate (excluded from Quicken reports and features) but I it would appear in the Account Bar within “Separate” heading for quick access.  I can’t seem to do that with QM.  I can select that it is hidden in reports, but if I list on the sidebar, it gets co-mingled with the rest of my assets and is included in the Net Worth total in the bottom.  In QW, account under Separate are not included in the total.  Does anyone have a solution?  Maybe it is to have a separate file for these accounts, but I don’t know how to separate these accounts.  Thanks.

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