get left side panel breakdown to match accounts panel

Tommy Carpenter
edited January 2019 in Investing (Windows)
In the accounts panel (When you click on accounts list), there is a breakdown  of investment accounts into "investment" and "retirement". However, in the left side panel in the main view in Quicken, this breakdown is lost, and there is only one category, "Investing". I would like this same breakdown in my main left side panel, as this merging of all investment accounts into a giant category is not what I want and inconsistent with the accounts view. How can I achieve this?

Comments

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    You can't directly in the accounts list AFAIK.  What I suggest as a workaround is that you customize your home page and add the snapshot:  Investment and Retirement accounts.

    Quicken Business & Personal Subscription, Windows 11 Home

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2019
  • Rich_M
    Rich_M Quicken Windows 2017 Member ✭✭✭✭
    edited January 2019
    Quicken 2017 Premier - Windows 10 Pro
  • Tommy Carpenter
    edited December 2018
    I see the fine line. I want that to be more pronounced, or simply just like the account list with the words "investments" and "Retirement". I guess this is just an inconsistent UI decision that was made. and I'll have to deal with it. 
  • Rich_M
    Rich_M Quicken Windows 2017 Member ✭✭✭✭
    edited January 2019
    Quicken 2017 Premier - Windows 10 Pro
This discussion has been closed.