Overview
You can choose which accounts are included in your Net Worth Dashboard. Include the accounts that belong in the financial picture you want to see. You can include everything for a complete view of your net worth or narrow the dashboard to focus on a specific part of your finances, such as your personal or business accounts.
The accounts you include determine what appears in your:
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Net worth total
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Trend chart
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Asset and debt totals
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Accounts section
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Debt to Asset Ratio
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Breakdown panel
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Net worth insights
Use account inclusion settings when you want to:
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Add an account to your overall financial picture
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Remove an account that should not affect your net worth
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Review a specific group of accounts
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Separate personal and business accounts
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Confirm why a total differs from what you expected
Excluding an account from the Net Worth Dashboard does not delete the account or remove it from other areas of Quicken.
Accounts That Can Contribute to Net Worth
Your net worth can include assets such as:
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Cash and checking accounts
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Savings accounts
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Brokerage accounts
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Retirement accounts
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Property
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Vehicles
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Other tracked assets
It can also include liabilities such as:
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Credit cards
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Mortgages
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Vehicle loans
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Other loans
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Other tracked liabilities
Quicken Business & Personal users can include both personal and business asset and liability accounts.
Review Your Included Accounts
The number of accounts currently included appears at the top of the Net Worth Dashboard.
To review or change the accounts included in your net worth:
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Select the included-accounts control at the top of the dashboard.
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Review the available accounts.
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Select the accounts you want to include.
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Clear the accounts you want to exclude.
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Apply your changes.
The dashboard recalculates your net worth and related information using the accounts you selected.
When to Exclude an Account
You might exclude an account when:
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It is duplicated.
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It does not belong to you.
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You do not want it included in the financial picture you are reviewing.
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You want to focus temporarily on a specific set of accounts.
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You want to review personal or business finances separately.
Before excluding an account, consider how its removal will affect the dashboard. Removing an asset lowers the assets included in the calculation. Removing a liability lowers the debt included in the calculation.
For the most complete view of your financial position, include both the assets you own and the debts you owe.
Review Personal and Business Accounts
In Quicken Business & Personal, your dashboard can include personal accounts, business accounts, or both.
Including both provides a combined view of your financial position. Selecting a more limited group can help you focus on one part of your finances.
When reviewing a customized group, remember that the result represents only the accounts currently included. It may not represent your complete personal or combined net worth.
Keep Included Accounts Current
Your net worth is only as current as the account balances and asset values used to calculate it.
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Connected accounts reflect the most recently downloaded information available to Quicken.
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Manually tracked assets and liabilities reflect the most recent values you entered.
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Property and vehicle values may need to be reviewed or updated periodically.
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Closed, duplicated, or outdated accounts can affect your totals if they remain included.
If your net worth looks incorrect, confirm both the included accounts and their current balances before investigating further.
Examples
Find a Missing Account
Maria’s net worth total is lower than she expected. She reviews the included accounts and discovers that her retirement account is not selected. After she includes it, the dashboard recalculates her net worth and updates the chart, asset totals, Debt to Asset Ratio, and Breakdown panel.
Explain an Unexpected Debt to Asset Ratio
Jordan’s Debt to Asset Ratio appears unusually high. When he reviews the included accounts, he discovers that his mortgage is included but the corresponding property is not. Including the property gives him a more complete comparison of the assets he owns and the debts he owes.
Review Business and Personal Finances Separately
Sam uses Quicken Business & Personal and wants to understand how his business accounts are changing without his personal accounts affecting the results. He temporarily includes only his business asset and liability accounts. The dashboard then shows a focused view of his business financial position. When he finishes, he includes his personal accounts again to return to his combined net worth.