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Tax Planner - any way to Exclude certain accounts ?

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.
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
0
Comments
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That is how you do it. Make them "Separate" accounts. They will not appear in Tax Planner.0
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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.2
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