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

SMCHome

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

NotACPA

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.

Ps56k2

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 -

Ps56k2

so…. did this resolve your issue ?

NotACPA

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.

Ps56k2

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 -

Ps56k2

so…. did this resolve your issue ?

SMCHome

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

Ps56k2,

Yes this resolved my issue. Thanks again!

Steve