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Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

RTK

In Quicken Classic, some accounts can be designated as “separate”—meaning they are included in quicken and tracked, but they are not included in the calculation of net worth. Please enable the same opportunity to designate an account as “separate” in Simplifi.

Examples might include children’s accounts, donor advised funds, and more.

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Active

Feature Request

Accounts

Net Worth

Status: Active

Comments

Flopbot

@RTK ,

I know what you're referring to in Quicken Classic; I used it myself. Simplifi doesn't have that yet. In the meantime, the closest you can come is to go to Settings > Accounts > Edit Account and hide the entire account from the Spending Plan and Reports.

This isn't an ideal solution, but - I believe - it's the closest you can get in Simplifi.

Coach Natalie

@RTK, thanks for posting your suggestion to the Community!

I have gone ahead and turned this into an Idea post requesting a "separate" account designation or the ability to exclude accounts from Net Worth so other users can vote on it and our product team can review it.

I hope this helps!

-Coach Natalie

mjrmotion

In Quicken Classic for Mac desktop, an account can be organized as separate from the rest.This allows for tracking of e.g. a home(s) or vehicle. In Simplifi, you can track vehicles, homes, etc. through Kelley Blue Book and Zillow, but can't keep them separate and excluded from your net worth as you can do in Quicken Classic for Mac. I believe adding this feature would be extremely helpful.

NumberOne

I have 3 minors that have multiple Savings, 529s, and even Checking accounts for my oldest. I would like to exclude these accounts from my Net worth and potentially even track their Net worth in a separate total. Perhaps a Sub account of my own? While my wife and I technically own these accounts and are responsible for them, I would like to see and monitor them but exclude their values from ours.

RobWilk

I think they need their own simplifi subscription and space sharing for that.

Mrunderwonder

I have a self-directed brokerage account that is included in one of my retirement accounts. The balance for that account is included in the overall account balance for the linked retirement account. But I would also like to track the individual stocks under my investments tab and monitor my balance through there as well. I am able to link the self-directed account directly, but it leads to the balance being added twice. I can't see a way to exclude the balance from the overall accounts totals and investment widget. I can go in and uncheck the account in the investments drop-down to get a true balance, but it doesn't hold for the widget display. I am able to exclude the account from the net worth tool, but it doesn't apply to the other tools.

SRC54

Would this feature request accomplish the same thing? @Mrunderwonder

[removed link to merged thread]

Edit: I see they merged your request idea here. I hope it gets more votes.

Mrunderwonder

I guess it could apply, depends on how the feature was implemented. You can exclude accounts from the net worth tool and hide them. But other balance features throughout the app are not affected.

FutureEye

Today I add my investment which i for for my kids as other investment and make it show.
We need a section which separates investment kids , HSA and my investment which includes retirement account kind of thing.