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

RTK
RTK Member ✭
edited June 10 in Feature Requests

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.

Tagged:
4
Up Down
4 votes

Active · Last Updated

Comments

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭

    @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.

    image.png

    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @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

Categories