Can I choose to include certain assets in the balance sheet only?
Yes! For each asset and liability entered into a client's Profile > Net Worth section, you will find an "Included in Plan" setting within the data entry drawer. One of the options for this setting is 'Balance Sheet Only':
The Balance Sheet Only option is unique in that it will only include the asset in the client's current net worth, and in the client's balance sheet. The asset will be excluded from all other areas of the plan.
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