Any way to have an account treated as “separate”

ps56k

I have an extra checking account that I keep track of, download online transactions and keep the balance - BUT - would like it NOT included in any reports, Net Worth, goals, spending, etc …

Ideas ?

DannyB

Try this…

Settings>Accounts>[Account you want to exclude]>3 dot menu>select to “Exclude from reports” and “Exclude from spending plan”

ps56k

The acct has those already checkmarked -

Would like the acct to show up as being online downloaded -
but "separate" - like in Quicken desktop -
Here is the Simplifi dashboard list -
want to separate out the DS Checking - and have it NOT part of Net Worth -

UrsulaA

On your account settings, add it under Other Banking. That will keep it separate from the Cash & Checking top group.

Hide the account from Net Worth by excluding it via a filter on the Net Worth Report.

https://help.simplifimoney.com/en/articles/4592676-using-reports-in-quicken-simplifi#h_8e1bedd71d

ps56k

I was looking at the Dashboard screen with the Net Worth at the top

RobWilk

@ps56k If you want it treated as totally separate, open a separate (paid) Quicken Simplifi subscription under another account (under a different e-mail/Quicken-ID) and then use the shared spaces feature (I've never used this so far, but others have), which will let you switch back and forth between your data and the other account(s).