Overview
If you need to exclude an entire account from Reports or the Spending Plan, Quicken Simplifi has got you covered! You can easily exclude accounts from either or both locations, allowing you to focus on just the accounts and transactions you'd like to include.
Exclude an Account
Please note that excluding accounts from Reports will automatically exclude them from Watchlists as well.
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Accounts.
Locate the account you'd like to exclude and click the three dots at the end of it.
In the Exclude account transactions from section, check the Exclude from Spending Plan or Exclude from Reports box, whichever applies.
Note: Excluding an account from Reports will not exclude it from the Net Worth Report. This is because the Net Worth Report uses balances instead of transactions, and excluding an account excludes the transactions. If you'd like to exclude an account from the Net Worth Report, you may do so by using the Account Filter options. More info is available here!
Include an Account
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Accounts.
Locate the account you'd like to include and click the three dots at the end of it.
In the Exclude account transactions from section, uncheck the Exclude from Spending Plan or Exclude from Reports box, whichever applies.
Click here to learn more about excluded transactions!
To learn more about excluding accounts from Reports on the Quicken Simplifi Web App, please click here!