not to include certain account on report, or hide

Texas Sun
Texas Sun Member
edited October 28 in Troubleshooting

Hi all, When log in to certain bank, it downloads all the account. Now I want my quicken not to track that certain account in my total or even report. Is there a way I can do that? Thanks in advance.

or track it separately

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    If you truly don't want any transactions from a bank account to show up in Spending Plan and/or Reports, you should be able to go to Settings:Accounts and edit the account to exclude one or both.

    Then if there are any that you want to include on a case by case basis, you can do it on the transaction level.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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