Customized Account Groups

In QM07 it was possible to create sub-groups of accounts e.g., Mom&Dad's, Kids, etc. On the left side of the window in QM19, the account groupings seem to have just one default (Brokerage, Retirement, etc.) This is true for all the account groupings, not just investment accounts. Is it possible to customize different groupings of accounts in QM19?

Best Answers


  • mbs3
    mbs3 Member ✭✭
    Thanks for the input!
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