More control over exclusions in keeping accounts seperate

kionysus Member ✭✭
edited October 2023 in Product Enhancements

There's an option in Account Details: Display Options to "Keep this account separate - account will be excluded from Quicken reports and features". I want more control over what the account is excluded from. As an example, I have a college account for my child that I do not want included in net worth calculations etc. However, if I check that box and exclude it...I can't select that account in the Planning tab as College Savings as it's not available.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    I agree this would be handy, but the current Keep separate selection is not permanent. You can include the account when using the Lifetime planner and exclude it at other times.

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