Separation of investments within Quicken for Windows

mplansky
mplansky Quicken Windows 2017 Member
edited February 9 in Display/UI

My wife died a few years ago and I manage her trusts. It would be very helpful to be able to separate my accounts from her Trust accounts so that I could quickly see what my net worth is (would also need a subtotal) without my deceased wife's trusts, since they are not part of my estate.

Thanks.

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Already Offered · Last Updated

See Jim_Harman's post below

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If the trusts file their own tax returns, they should really have their own Quicken files. But if the trust accounts are in your file, you can exclude them from your net worth and reports.

    Click on the gear at the top right of the account and select Edit account details. Then on the Display Options tab, select the Keep this account separate box. That will move the account to the Separate section at the bottom of the Account bar and exclude it by default from your net worth and other reports.

    QWin Premier subscription

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