Tax Planner - any way to Exclude certain accounts ?

Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

December 2020 edited December 2020 in Budgeting and Planning Tools (Windows)

Using Tax Planner - is there any way to exclude certain accounts ?

I don't see any way to get a list of accounts to be included/excluded.

Have a couple of investment accounts that I track for our son - 1099 is in his SSN -
Guess I could try and put those accounts into the "separate" area...
and see what happens with Tax Planner.

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Comments

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  markus1957 Quicken Windows Subscription SuperUser, Windows Beta Beta

  December 2020

  That is how you do it.  Make them "Separate" accounts.  They will not appear in Tax Planner.

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  Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

  December 2020

  Given that son has his own taxes, his accounts should be in a separate file from yours.

  Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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