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Include in Net Worth

Use this setting to include or exclude an account from the net worth calculation for a Household.

In some cases, you may want to prevent an account or group in a Household from being included in net worth calculations on PDF reports. For example, if a child's parents want to receive information about a child's trust account, you'd include the account in the Household, but not in net worth calculations since it doesn't contribute towards the parent's financial goals.

For more information about managing Household direct members, see The Direct Members Panel.

For more information about managing Households, see Learn More About Households.