Why are EXCLUSIONS the DEFAULT option???

nogorman

EXCLUSIONS should be INCLUDED by default, and made excluded by user choice manually. Please fix!

Coach Jon

Hello @nogorman,

Thanks for reaching out! I converted your idea post into a discussion to clarify some things. Investment accounts have both of the exclude flags set by default, based on feedback from our users. As a result, all transactions for those accounts will be excluded from the Spending Plan and Reports automatically. However, if there are specific "cash flow" type Investment Transactions in your investment accounts (such as deposits or dividends) that you may want to count, you can override the default exclude setting by un-selecting Exclude from Reports and/or Exclude from Spending Plan from the transaction directly. This article goes over this information in more detail: https://support.simplifi.quicken.com/en/articles/8241194-how-investment-transactions-are-handled-in-reports-and-the-spending-plan

I hope this clears up any confusion.

-Coach Jon