Q2012 Tax Planner - how to hide accts?

Discussion in 'Quicken' started by ps56k, Oct 19, 2014.

  1. ps56k

    ps56k Guest

    Using Quicken 2012 -
    Wanted to take a high level quick view of what our taxes for 2014 might look
    like.
    We have a lot of Interest Income, Dividends, and Cap Gains.

    One thing that is missing with Tax Planner -
    is the ability to NOT select/include certain accounts...
    I can do this for "Net Worth" and can de-select them for certain Reports,
    but there doesn't seem to be a way to ignore/hide certain accounts for the
    Tax Planner.

    I happen to have a couple of accounts
    that I review/monitor for family and our team sports,
    and they are marked as "hide" for Net Worth,
    and not included when creating various reports.

    Can't find a way to hide/exclude them in Tax Planner.
     
    ps56k, Oct 19, 2014
    #1
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  2. ps56k

    Zaidy036 Guest

    Those accounts should be in a seperate file NOT in your file and then
    there would be no problem.
     
    Zaidy036, Oct 19, 2014
    #2
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  3. ps56k

    danbrown Guest

    I concur with Zaidy036. A Q data file should contain info for a single tax entity. I count, by your description, at least 4 tax entities and maybe more.
     
    danbrown, Oct 19, 2014
    #3
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