How to remove obsolete accounts from the Investing tab?

cminarik_1953

I have obsolete investing accounts with a zero balance that I have hidden from the Accounts Column on the left side of the screen. But they still show up in the Investing > Portfolio tab.

Is there a way I can exclude these accounts from the Investing tab?

TIA.

Tom Young

Click Options and the select Customize current view. The you can remove those Accounts.

GeoffG

Yes there is. If you go to the Investment tab and select ⚙️Options in the upper right, then Customize current view. Next select Accounts and be sure to check Hidden accounts. You can now include and exclude investment accounts.

cminarik_1953

Thanks!

Tom Young

Click Options and the select Customize current view. The you can remove those Accounts.

GeoffG

Yes there is. If you go to the Investment tab and select ⚙️Options in the upper right, then Customize current view. Next select Accounts and be sure to check Hidden accounts. You can now include and exclude investment accounts.

cminarik_1953

Thanks!