exclude from net worth

hsmoliar's Avatar

hsmoliar

20 Jun, 2020 12:46 PM

Setting up 529 investment accounts for the grandkids but I will be the owner. How do I exclude their value from our net worth?

  1. 1 Posted by -Kevin N. on 20 Jun, 2020 01:57 PM

    -Kevin N.'s Avatar

    Hi hsmoliar,

    Setting the account to 'Inactive' should exclude it's value from your net worth.

    To do so, open Moneydance to the account in question.
    From the Moneydance menu bar, go to Account > Edit Account.
    In the resulting form, tick the checkbox for 'Inactive'.

    -Kevin N. (not a member of MD support)

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