Display financial institution name on account balances and networth report

I am amazed by the lack of customization of reports on Quicken. I just want to display the financial institution name on the account balances and networth report. How can I do this easily? Why is their no way to create a customized report from scratch on quicken?

Best Answer


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You can give an account any name you want, so calling the account "My IRA - Fidelity" might meet your needs.

    You can also export reports to Excel and manipulate them there if you want.
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