- Introduction
- Using the Account Bar and Activity Centers
- Getting the Big Picture
- Selecting Accounts to Include in Your Net Worth
- Using Alerts
- Using Bills and Scheduled Transactions
- Taking the Next Steps with Your Financial Goals
- Using Online Updates
- Using Tips and Services
- Creating Links to Your Favorite Financial Websites
This chapter is from the book
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
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In the Accounts section of the Net Worth tab in the Financial Overview, click the Manage Accounts link.
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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.
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.
When you are finished selecting or removing accounts for your net worth totals, click Close.