Select accounts for the Account Balances graph

The Account Balances report shows a snapshot of your balances across accounts as of a specific date. You can choose which accounts to include in the report to control the focus and relevance of the data displayed.

Choose which accounts appear in the report

Follow these steps to customize which accounts are included in the Account Balances report:

1. Go to the Reports menu.

2. Select Net Worth & Balances > Account Balances.

3. In the report window, select Customize in the upper-right corner.

4. In the Customize Account Balances window, select the Accounts tab.

5. Select Selected Accounts, then check the accounts you want to include.

6. Select OK to update the report.

Note: You can use the checkboxes at the bottom of the window to show Hidden accounts and Separate accounts, if needed.The Account Balances report shows a snapshot of your balances across accounts as of a specific date. You can choose which accounts to include in the report to control the focus and relevance of the data displayed.