Investment page - Group By (2 Legacy Votes)

Quicken Community
Quicken Community Employee mod
edited July 2020 in Investments (Windows)
It would be nice to have a Group By that was by Account and then Asset Class as a sub category....extremely helpful when quickly looking for items in a large list.
8 votes

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    Good idea.

    If they were to restructure the Investing > Portfolio views so that they support subgroups, you could also do other useful combinations, such as Investing goal and then account

    Unfortunately the Investing goal is a security attribute. It would be very helpful if there was a user-definable account attribute, so that you could define account groupings like Taxable, Deferred, Roth, HSA, etc.

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