Closed Accounts Appearing in the Net Worth Report (edited)

Dick_Davis

When accounts have been closed, my expectation was that these accounts would not appear as they have zero balances. In the image provided, these closed and zero balance accounts are still showing and they have zero balances since the account is closed.

I would like to suggest that these accounts, since they are closed with zero balances, not appear in the networth reports. 

Thank you in advance.

Screenshot 2026-11-10 013707.png

SRC54

I am not sure if you are referring to the Net Worth Report or the Net Worth Dashboard, but you can choose what accounts you want to include in either. In the Net Worth Dashboard, look up to the top right to see what accounts are included and you can edit them. If you do exclude that closed account, you will have to hide it using the menu to the right where you see the vertical dots.

Usually, you want to include the closed accounts, especially when viewing your net worth over the long run, because it presents a more accurate picture. This is especially true if the asset you no longer have had a high value. I have a closed AMEX Savings account that I had for several years, and I have to include it or my net worth for that time period won't be right.

For example, I opened a new savings account at my bank in April (to get much better interest). I closed the old account but it took a few days for me to move the money over. To keep things simple, I disconnected the old account and connected the new account. But because I didn't get everything consolidated immediately, I have a gap in my net worth of many thousands of dollars for 10 days. This is the reason that you keep closed accounts and don't delete them so you preserve the historical balances.

I should have moved everything at the same time, but I was being cautious. It isn't really a big problem for me but seeing that gap whenever I look at my net worth over time makes me chuckle. I know I can add historical balances for those days but it is a bit tricky and reminds me to do things better in the future.

Anyhow, I hope this helps.