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Excluding one account from "All Accounts"
https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=7052
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Author:  DWF [ Tue Jan 14, 2025 11:08 am ]
Post subject:  Excluding one account from "All Accounts"

I have one ancillary account used for tracking something completely separate from our family finances in addition to 9 checking, savings, investment and credit card accounts.

How can I exclude this single account from the All Accounts summary reports, as it is adding additional information into the summary that impacts the accuracy of the rest of the data and is skewing that report.

Author:  Allan W. [ Tue Jan 14, 2025 12:01 pm ]
Post subject:  Re: Excluding one account from "All Accounts"

Simply select the Account, go up to click the Account menu at the top of the screen, select the Edit Account menu option, and uncheck the box labeled "Include In All Accounts", then you should be set.

Author:  DWF [ Tue Jan 14, 2025 12:05 pm ]
Post subject:  Re: Excluding one account from "All Accounts"

Allan W. wrote:
Simply select the Account, go up to click the Account menu at the top of the screen, select the Edit Account menu option, and uncheck the box labeled "Include In All Accounts", then you should be set.


Awesome... thank you!

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