Net Worth calculation

Is there any way to mark an account to be excluded from the net worth calculation?   I have accounts I wish to keep track of (e.g. Life Insurance Surrender value) but I don't wish to have that account balance count towards my net worth value.   Please advise

Answers

  • miklkmiklk SuperUser
    Yes

    The feature for exactly that purpose is to Keep this account separate

    Edit account details and select display options
    Check the box for keep account separate

    (It will default to not showing up in some reports etc.. BUT all you need do is include it and it shows up like all other accounts when wanted)
  • SherlockSherlock SuperUser
    To exclude an account from the Net Worth total, open the account, press Ctrl + Shift + E, select the Display Options tab, check Keep this account separate..., and select OK.


    Quicken user since 1997 
    Premier on Windows 7 
  • If you mean you want to exclude the account from the net worth shown at the bottom of the account bar, then you need to edit the Account Details, and on the Display Options tab check the box to keep the account Separate:




    If you want to exclude the accounts from the Net Worth report, customise the report by deselecting the accounts in the Accounts tab:

    US Quicken Deluxe for Windows 2019 R18.15 on Windows 10 Pro v1809
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