Is there a way to stop hidden, separate investment accounts from appearing in Net Worth Reports?

SMCHome
SMCHome Quicken Windows Subscription Member ✭✭
edited November 2023 in Reports (Windows)

I find nothing suggested in Community other than an opinion that the hidden/separate button may be mislabeled. I have turned on and off each of the buttons and the accounts continue to appear. This is only happening with separate/hidden investment accounts.

I'm hopeful someone has a suggestion to fix this issue.

Thanks,

Steve

Best Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2023 Answer ✓

    Why does the Gear Icon, to customize the report and exclude these accounts, not work for you?

    Also, what Q product are you running and what BUILD of that product? Do HELP, About Quicken for this info.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited October 2023 Answer ✓

    yeah - Reports —> Net Worth —> Net Worth —>
    the GEAR and the usual Accounts tab -
    also - make sure to [x] the lower left box for Show Separate Accounts - so you can see ALL your accounts -

    image.png

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓

    so…. did this resolve your issue ?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2023 Answer ✓

    Why does the Gear Icon, to customize the report and exclude these accounts, not work for you?

    Also, what Q product are you running and what BUILD of that product? Do HELP, About Quicken for this info.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited October 2023 Answer ✓

    yeah - Reports —> Net Worth —> Net Worth —>
    the GEAR and the usual Accounts tab -
    also - make sure to [x] the lower left box for Show Separate Accounts - so you can see ALL your accounts -

    image.png

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓

    so…. did this resolve your issue ?

  • SMCHome
    SMCHome Quicken Windows Subscription Member ✭✭

    Thanks for your replies NotACPA and Ps56k2!

    I'm feeling a bit timid about this now that it is resolved. Initially the hidden accounts were not showing under Accounts in the Gear icon until I checked the Show Separate accounts. I had not paid any attention to that since in the account list where I had checked the Keep account separate, hide in transactions and hide account name in account bar. I read where doing this excluded the accounts from Net Worth Reports so I was perplexed why they kept showing up in the net worth report.

    In hind sight, this check box seems pretty basic to see hidden accounts even though I over looked it.

    Thanks so much for your help.

    Steve

  • SMCHome
    SMCHome Quicken Windows Subscription Member ✭✭

    Ps56k2,

    Yes this resolved my issue. Thanks again!

    Steve

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