Customized Account Groups

mbs3

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?

John_in_NC

No, you cannot.

jacobs

@mbs3 But it's coming! Over in this Idea thread, the developers have marked "Planned" on a request to allow sorting account by name. They wrote: "We are currently investigating account list customization options, however, these options may be more like enabling custom groupings rather than an alphabetical ‘sort’." Since that's what you're asking for, the good news is the developers have said this is something they're planning to implement. We have no idea how soon this feature will show up, but it's coming.

John_in_NC

No, you cannot.

jacobs

@mbs3 But it's coming! Over in this Idea thread, the developers have marked "Planned" on a request to allow sorting account by name. They wrote: "We are currently investigating account list customization options, however, these options may be more like enabling custom groupings rather than an alphabetical ‘sort’." Since that's what you're asking for, the good news is the developers have said this is something they're planning to implement. We have no idea how soon this feature will show up, but it's coming.

mbs3

Thanks for the input!