The 'Exclude from Investment and Planning tools' feature will remove the designated account from showing on our Cash Flow and Investment Planning tools (please note that it will not omit the account from our 'Budgeting' tool.)
To turn on this feature, please follow these steps through your computer:
- Log into your dashboard, via this login URL.
- From the account sidebar, click on the 'pencil icon' near the account you'd like to exclude.
- On the 'Edit account' screen, please check off 'Exclude from Investment and Planning tools.
- Click 'Save' to confirm your changes.