Hiding account balances to Read Only Invitees

shipscove
shipscove Quicken Mac Subscription Member

I'm not keen on the fact that every account where I link to my Quicken Financials brings down the current account balance (i.e. outstanding credit card balance, IRA account balance). Having this in QLH is fine, but it should be a configurable field linked to the Invitee level as a second opt-in/opt-out choice. My children don't need to see all of my account balances on a day to day, month to month basis.

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