Hide Accounts from Net Worth and Reports
It would be great if we could hide whole accounts from the net worth and reports pages, similar to how whole accounts transactions are hidden from budgets. My spouse and I share several joint accounts and have a household budget; with joint accounts appearing once for each of our connected accounts, the net worth and reports appear to include these duplicate balances and transactions.
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Comments1
team@waypointbudget
Apr 8
Hey,
We just shipped a fix for this. When a household member connects a bank that has accounts another member already connected, you'll now see a selection screen with the joint accounts pre-deselected so they don't get counted twice in net worth or reports.
To clean up your existing setup, one of you (either you or your spouse) should disconnect and reconnect your shared bank. The joint accounts will be flagged for you to skip, and from there they'll only be tracked once across your household.
Sorry this was more of a bug you caught in the system or a gap in the flow when people try connecting joint accounts so this would be solved following the approach above, and thanks to you moving forward this shouldn’t be an issue :) So thank you for flagging and contributing to improving Waypoint Budget.
Please let me know if it works for you now or if there still issues you see on your end.