Overview
Seeing accounts in your reports or Spending Plan that you don’t want there? By default, Quicken Simplifi includes all your accounts in reports and planning tools so you get the full picture of your finances. But sometimes, you might want to keep certain accounts out—like a savings account you’re not tracking for spending or a business account that doesn’t belong in your personal budget.
Quicken Simplifi makes it easy to exclude accounts from Reports and the Spending Plan. We’ll walk you through the steps so your data stays organized and focused on what matters most to you.
Exclude an Account
Please note that excluding accounts from Reports will automatically exclude them from Watchlists as well.
Tap the Menu (three-line icon).
Select Settings and then tap Accounts.
Locate the account you'd like to exclude and tap the three-dot icon next to it.
In the Exclude account transactions from section, check the Exclude from Spending Plan or Exclude from Reports box.
Note: Excluding an account only removes its transactions, so the Net Worth report remains unaffected because it relies on account balances, not transactions. To exclude an account from the Net Worth report, use the Accounts Filter option. More info is available here!
Include an Account
Tap the Menu (three-line icon).
Select Settings and then Accounts.
Locate the account you'd like to include and click the three-dot icon next to it.
In the Exclude account transactions from section, uncheck the Exclude from Spending Plan or Exclude from Reports box.
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 or need help excluding your accounts in Quicken Simplifi, please don't hesitate to reach out to our support team!