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Tax Planner - any way to Exclude certain accounts ?

Ps56k2
Ps56k2 SuperUser ✭✭✭✭✭
Using Tax Planner - is there any way to exclude certain accounts ?
I don't see any way to get a list of accounts to be included/excluded.
Have a couple of investment accounts that I track for our son - 1099 is in his SSN -
Guess I could try and put those accounts into the "separate" area...
and see what happens with Tax Planner.
Quicken 2020 Deluxe - Subscription - Windows 10

Comments

  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    That is how you do it.  Make them "Separate" accounts.  They will not appear in Tax Planner.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    Given that son has his own taxes, his accounts should be in a separate file from yours.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
This discussion has been closed.