Learn & Support
Sign In / Create Account
Quicken for Windows
Product Ideas - Quicken for Windows
Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information:
Investment page - Group By (2 Legacy Votes)
edited July 2020
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.
edited November 2018
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.
-- Jim QWin Premier subscription