separate selection of closed, exclude in reports, exclude in search

doug kittredge

I have had quicken for a long time. Over time, bank accounts change, credit card numbers change and, in my case, financial institutions change. As I close the old accounts, the amounts are excluded on the main screen, seem to be excluded from searches. Interestingly, the net worth report seems to include closed accounts.

the form required a category and, interestingly, Classic for Mac wasn't choosable - is it being sunset?

Quicken Kristina

Hello @doug kittredge,

To answer your question, no, Classic for Mac is not being sunset. I moved your Idea post to the Ideas for Mac Classic section.

To clarify your idea, Separate accounts are generally not included in reports unless specifically selected when you customize the report. Are you seeing Separate accounts showing up in all the Net Worth reports? If not, then which one are you seeing it happen in? Is this happening in saved reports, newly made reports, or both? Are you seeing this happen in any other reports?

I hope this helps!