Overview
Quicken Simplifi includes all your accounts in Reports and the Spending Plan by default. However, you may want to exclude certain accounts, such as savings or business accounts, to keep your reports and budget focused on your personal finances.
This article explains how to exclude accounts from Reports and the Spending Plan.
Exclude an Account
Please note that excluding accounts from Reports will automatically exclude them from Watchlists as well.
Tap the Menu icon (three lines).
Select Settings, then tap Accounts.
Locate the account you want to exclude and tap the three-dot icon next to it.
Under Exclude account transactions from, select Exclude from Spending Plan, Exclude from Reports, or both.
Note: Excluding an account from Reports also excludes its transactions from Watchlists.
Excluding an account from Reports does not remove its balance from the Net Worth report, which uses account balances rather than transactions. To exclude an account from Net Worth, use the Accounts Filter option. For more information, see Using Reports on the Mobile App.
Include an Account
Tap the Menu icon (three lines).
Select Settings, then tap Accounts.
Locate the account you want to include and tap the three-dot icon next to it.
Under Exclude account transactions from, clear the checkbox for Exclude from Spending Plan, Exclude from Reports, or both.
If you're looking for the steps specific to the web app, please see our article on How to Exclude Accounts from Reports and the Spending Plan.
If you have any questions about Quicken Simplifi, our support team is here to help.