Hiding an account from the Net Worth report
Hide accounts on the Net Worth report
Customise the accounts, assets and debts you would like to view on the Net Worth page by clicking on the Hide accounts option:
- Click on Hide accounts
- Customise the accounts showing by using the toggles
- Click Save
Hide accounts on the Net Worth report from the Account summary page
If there is a specific account you would like to hide from the Net Worth report you can also do this from the account’s individual settings via the Account summary page.
Head to Manage > Account summary > Other settings
From here, you can uncheck this option to hide the account from the Net Worth report and exclude the balance from your Net Worth calculation:
For more information on understanding your Net Worth in PocketSmith, please see: Net Worth in PocketSmith: An overview.