Ability to breakout kids FS within one data file

Unknown

Would like to make children's financial statements separate within one data file.  Today their accounts are listed amongst my own, would like to see them as subsets within one master file

Greg_the_Geek

You could use Tags.

NotACPA

UKR

Tom Young

Unknown

I'm going to take this statement literally for this suggestion:

 Today their accounts are listed amongst my own.
.

If in fact these are separate accounts I don't think there is any need for tags or even putting them in a separate data file (but be aware of the fact that moving them to a separate data file later might be very difficult).

As I see it there is in fact no way in Quicken to do what you want.  As in you can't say put all these accounts in some kind of "custom group" to keep them separate from yours.  Quicken doesn't have such a feature.

But you can keep them separate in saved reports and such.  You wouldn't be able to do any better with tags or say using different categories.  It would always be that you can separate them out at the report level.

The only real reason to use tags/categories for this purpose is if those transactions are in fact not in their own accounts, but are mixed into your accounts, and as such can't be separated out by just leaving the accounts out (or only having those accounts) in a report.

Snowman

Rick Gumpertz