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Exclude an Account From Net Worth
In some cases, you may want to exclude an account or group in a Household from net worth calculations. For example, a child's parents may want to receive information about the child's trust account, so you'd want to include the account in the Household, but you'd exclude it from the net worth calculations since the account doesn't contribute towards the parents' financial goals.
This page provides steps for how to exclude an account or group from net worth calculations.
| Related Links | Details |
|---|---|
| Assets and Liabilities | Learn about types of assets and liabilities in Tamarac. |
| Net Worth Report | Learn about the Net Worth report, which reports on assets and liabilities. |
To exclude an account or group from net worth calculations:
On the Accounts menu, click Households.
Click the name of the Household that contains the account you want to exclude from net worth calculations.
On the Membership tab, click Direct Members.
Clear the Include in Net Worth check box for the desired account or group.
Click Save.
