How to include closed accounts in Net Worth report but remove it from account sidebar? (Q Mac)
scubacat
Quicken Mac Subscription Member ✭✭
When I close accounts I typically click on the option to hide the account and keep it separate. However, I noticed that by keeping it separate, it is no longer included in my net worth over time. I really do want these accounts shown in my net worth over time, because I want to see how my net worth increases as I pay off old loans. It looks like the only option is to uncheck the Keep Separate option, but then I have a whole list of Hidden Accounts on my sidebar. It looks like I may also be able to create a custom report with the accounts I want included. Is there any way to use the default Net Worth Over Time report with closed accounts but also prevent the account from showing on the account list on the sidebar?
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Comments
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if you mean the graph in the Portfolio tab, you can't mark the accounts as either Separate or Hidden. They can be closed.
If you mean one of the Net Worth reports, you can mark the accounts as Hidden but not Separate. You can then go into the Sidebar Settings and in the Accounts To Display section uncheck Hidden. The reports will still include the closed & hidden accounts, but there will be no Hidden Accounts list in the sidebar.1 -
Thank you both for the helpful replies! I have unchecked all my closed accounts as separate and now am able to see helpful Net Worth reports. Thanks for the tip about hiding the hidden accounts in the sidebar.0
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