how do Linking Many Mutual Fund Holdings into One Portfolio

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I Am Using QMac 2017 v4.6.6 us Version I have Just Connected To both my Janus and American Century Accounts. I have Multiple Mutual Fund Holdings in Both Account. After connection to Both Accounts I get Individual Portfolios for each Mutual Fund Holding Instead of one Portfolio for all Mutual Fund for each of the two Accounts. How Can this be corrected???

Unknown

Sorry I did not Make Myself Clear. I want See all Janus Funds in the janus account in the one Janus Portfolio view. I also have an American Century Account and I what to see all Holdings in that account in One American Century Portfolio View.

Unknown

Tom M said:

Sorry I did not Make Myself Clear. I want See all Janus Funds in the janus account in the one Janus Portfolio view. I also have an American Century Account and I what to see all Holdings in that account in One American Century Portfolio View.

No don't Have a Janus or AmerCent in the Sidebar Instead I over 20 individual Mutual Funds. I need to Group all the Janus Funds into One Janus Portfolio View and I need to Group all AmerCent Funds into One AmerCent Portfolio View.

Unknown

Tom M said:

Sorry I did not Make Myself Clear. I want See all Janus Funds in the janus account in the one Janus Portfolio view. I also have an American Century Account and I what to see all Holdings in that account in One American Century Portfolio View.

I have Two “Real World” accounts. One with Janus and the other with American Century. Both are “Mutual Fund Only“ Accounts. Both “Real World” Accounts Contain Multiple Mutual Funds Relating to Each Fund Family.

The “Real World” Janus Account Contains Janus Funds only.
The “Real World” American Century Account Contains American Century Funds only.

When I Connected these “Real World”  Accounts I expected Quicken to Reflect the “Real World” i.e. Show Janus & American Century in the Accounts Side Bar and the Multiple Mutual Fund holdings of each Family show  on the respective Portfolio. 

But instead when I connected to Janus all my Janus Mutual Fund holdings appeared in the Accounts Sidebar. When I connected to American Century all my American Century Mutual Fund holdings Appeared in the Accounts Sidebar as well. 

I also have Brokerage accounts with Etrade and Schwab and they are connected as they should i.e. Etrade and and Schwab in Accounts Side Bar and Portfolio views for each which shows all the Stock and Mutual Fund Positions. 

I do all downloading online thru Quicken No Manual Intervention for any of the Quicken accounts.

Unknown

Tom M said:

Sorry I did not Make Myself Clear. I want See all Janus Funds in the janus account in the one Janus Portfolio view. I also have an American Century Account and I what to see all Holdings in that account in One American Century Portfolio View.

Thank you for your excellent analysis of my issue I really appreciate the time you have invested in helping me. I think we my be on different Versions of Quicken please Note the beginning of my tread.

I am unable to change the asset class. When I double click on any Janus fund a Profile window opens about the Funds Historical return, sector allocation, Growth chart Etc etc

Unknown

Tom M said:

Sorry I did not Make Myself Clear. I want See all Janus Funds in the janus account in the one Janus Portfolio view. I also have an American Century Account and I what to see all Holdings in that account in One American Century Portfolio View.

I found another Way to Change the asset Class. Give me some Time to fully evaluate
this excellent Suggestion.

Unknown

Tom M said:

Sorry I did not Make Myself Clear. I want See all Janus Funds in the janus account in the one Janus Portfolio view. I also have an American Century Account and I what to see all Holdings in that account in One American Century Portfolio View.

Your last reply was spot on. Your asset class Filter answer my problem with my Janus funds. I spoke to American Century and They will be able to Transfer My Mutual funds account to a Brokerage Account This will resolve my quicken issue with them.
I am New to this Board. How do Close this Problem
 Thank you for your very Prompt Help