account intent

Mike Italiano
Mike Italiano Member ✭✭
edited November 2018 in Investing (Windows)
Is there a way to customize the account intent? For example, instead of broadly using "investments", can something like "college savings", "emergency fund" and so on be separate account intents?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018

    The closest thing you can do is to enter an "Investment goal" for a security. The drawback of that is that if you hold the same security in accounts with different goals, there is no way to distinguish them.
    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    Consider renaming your accounts to include "college savings", etc. as part of the Account Name.
  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    edited October 2018
    In the Account Details there is the Description field that you could use.
    Then, under Edit > Preferences > Reports Only, you can opt to display Both account name and description in reports.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Vetta
    Vetta Member ✭✭
    edited January 2018
    I do as UKR suggests and incorporate the purpose of the account in its name.
This discussion has been closed.