get left side panel breakdown to match accounts panel
Tommy Carpenter
Member
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?
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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
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Quicken 2017 Premier - Windows 10 Pro0
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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.0
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Quicken 2017 Premier - Windows 10 Pro0
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