Exclude and account from Net Worth in MoneyWiz 2


In MoneyWiz 2, you can edit an account to exclude it from the Net Worth. It is a bit different on Mac & iOS. 


On Mac, when you can open the properties of an Account by right click on its name > Edit, and the popup will show. Note the two dots at the bottom of the Edit a Type Account screen, you can either click them or if the cursor is inside the Edit screen, .



Check your Net Worth. Did it work? 


Whilst, on iOS you can Edit from Setting > Account & Budgets > Tap on the Name of the account and then swipe right or tap Extended to reveal the second page of properties.



 

Exclude and account from Net Worth in MoneyWiz 1


Since, MoneyWiz 1 has no option whether to exclude an account from the Net Worth indicator or not, you can use a workaround. 


For Example: 

  • In the Reports section, choose Account balance report, select all accounts, but the one that you want to exclude from the Net Worth, 
  • Choose one of the predefined periods (say, This Month).
  • Generate the report. Once it has been generated, tap/click on the plus in the lower right of the graphic...it will aggregate the data and show you the Net Worth for the selected accounts. 
  • Last, you can click/tap Save and choose to Save Locally. The saved report is available for view at the bottom of the Reports section.


For fresh information on MoneyWiz you can check our Guides & FAQ here: http://silverwiz.freshdesk.com/support/solutions