Tag investments as "Not Included in Totals" as with Windows version
I would love to see you allow investments (brokerage) accounts to be tagged as not included in totals for net worth in the left side panel. This is possible with the windows version and makes handling GST, 529, and children's accounts much simpler. Otherwise, I'm constantly making accounts visible and not visible in the sidebar.
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https://getsatisfaction.com/quickencommunity/topics/feature-request-4-mac-exclude-an-accounts-balanc...
Exclude an account's balance in sum on side bar while still having it remain in sidebar. This was possible on Windows.
VOILA...your Net Worth WITHOUT your investment totals.
You can even track your increase/decrease by selecting the proper date range.
I do the opposite. To track how my investments are doing, I've set up and saved a report for Net Worth including ONLY my investment accounts over time. I can now easily see how my investments have increased over a specific period of time.
You could also set up one to reflect ONLY your children's accounts and/or categories and/or tags.
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
One more nuance... the Net Worth report calculates as of the end of a month rather than today, so there will be a slight difference in the numbers presented.