How Do I Exclude the Amount in Trust From the Summary of Account?
Stop Including the Amount in Trust in the Statement of Account Summary on Bills
Remove the Trust Balance From the Summary of Account Calculations
This article refers to the Summary Statement, which can appear at the top or bottom of a based on your Bill Theme Settings. It does not refer to the Client Account, which shows either a summary or transaction by a transaction of your Trust and/or Operating Accounts.
Changes to Bill Themes generally save automatically; if a theme has not saved, you will see a green "Save" button at the top-right (otherwise it has already saved)
Go to Settings
Select Bill Themes
Click on the theme that you wish to edit (or create a new theme)
From the "Edit Bill Theme" page, select Statement of Accounts > Summary of Accounts
Select one of the following options for the "Summary Detail Level"