Is there a way I can disable hidden accounts in the net worth tracker? I have several accounts that are hidden on the accounts sheet. These accounts need to be hidden from most reports, but hiding them on this tracker makes the net value data inaccurate.
- I am not aware of doing what you want.
- You have found out that hide means hide everywhere.
- Option 1 - Remove the hides from the accounts sheet and then add them back after you are done with the net worth tracker.
- Option 2 - Examine why you need hides on the accounts sheet. I have 57 rows on my accounts sheet with no hides. There are likely ways to eliminate the need to have hides on the accounts sheet. I realized long ago that it was better not to have hides on the accounts sheet and I have stayed with that ever since. A couple of weeks ago I did some sheet maintenance which involved the accounts sheet. I employed some tricks that cleaned up the accounts sheet, especially the balance sheet which pulls from the accounts sheet. Let me know if you want to explore this more.
- Option 3 - You may be able to change the coding and formulae to make it work the way you want but that is far beyond my ability.
Enjoy,
Blake
For example, I have a CD that matured in Jan 2024. I want it hidden from the Balances sheet to reduce clutter. But I want it present in Net Worth such that sums are correct for 2023.
I successfully did this, but it wasn’t pretty. YMMV.
I decided to differentiate “Hide from Balances” and “Hide from Net Worth,” so I added an additional column R in the Accounts sheet and named it “Hide from Net Worth.”
In the Net Worth sheet, I edited cell AX23 to point to this column, R.
This is a fragile way to do it, so I can’t recommend it. But it should be a starting point for anyone who stumbles on this post.
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@dj.grand.marquis recommend adding a show & tell topic for this so others have more detail on how to do it!
Thank you!
Here’s what I did
On the Accounts tab, inserted a column to the left of Hide (Column Q) and titled it Hide from Net Worth (Column R). Copied over Hide values for the accounts I wanted to Hide from Net Worth and left cells blank for ones I wanted to show in Net Worth.
In the Net Worth tab, I renamed AW23 from Hide to Hide from Net Worth (to match Column R in the accounts spreadsheet).
I also adjusted the code in AX23 so that it looks all the way to column R. This is simply changing Accounts!$F$1:$Q$1 to Accounts!$F$1:$R$1
=SUBSTITUTE(ADDRESS(1,MATCH($AW23, Accounts!$F$1:$R$1,0)+code("F")-code("A"),4),1,"")
The Net Worth sheet now references in custom Hide from Net Worth column (R) and I can see loans that I paid off this year in my Net Worth sheet, but not in my balances!
Also consider the following customization to add a Closed account option, so that historical Net Worth is maintained - visible before account is closed, hidden afterward.