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How to exclude an account from the Net Worth?
How to exclude an account from the Net Worth?

By default all accounts are included in Net Worth calculation (sum of all accounts). Learn how to exclude some accounts from that total.

Iliya Yordanov avatar
Written by Iliya Yordanov
Updated over 3 years ago

This guide will instruct you how to exclude an account from Net Worth. If an account is excluded from Net Worth, it is not considered when calculating Net Worth statistic in the app, when calculating account group balance (if the account is part of any groups) or when generating Net Worth report.

To exclude an account from Net Worth, please start editing the account. Once you have the account properties window open, switch to the second (Extended) tab by using the tabs on top and find the "Include in Net Worth" checkbox. Toggle the setting to a desired position then save your changes.

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