Home > Articles

  • Print
  • + Share This
This chapter is from the book

This chapter is from the book

Selecting Accounts to Include in Your Net Worth

By default, Quicken uses all the accounts that you have set up to determine your net worth. You can add and remove the accounts you want Quicken to use when determining your net worth. Removing an account that you don’t want to use for your net worth does not remove it from Quicken. You are simply telling Quicken that you don’t want Quicken to use the financials for that account when it calculates your net worth. By changing the accounts you want used for your net worth, you can make better financial decisions about your savings, investments, debt, and so on by seeing which accounts are working for you or against you.

Select Accounts to Include in Your Net Worth

one.jpg In the Accounts section of the Net Worth tab in the Financial Overview, click the Manage Accounts link.

two.jpg Select the boxes in the Hide In Quicken column for each account you want to keep hidden from account lists and out of the totals for your net worth. Or, to include hidden accounts in the net worth, remove the check marks by clicking them.

three.jpg Select the boxes in the Don’t Include in Totals column for each account you want to exclude from the totals for your net worth. Or, to include totals for an account, remove the check mark by clicking it.

four.jpg When you are finished selecting or removing accounts for your net worth totals, click Close.

  • + Share This
  • 🔖 Save To Your Account