Can you group investment accounts for organization?

Matt

I work with 2 different financial institutions with multiple accounts in each - is it possible to create a group under the Investing sections allowing me to organize all accounts under each financial institution - which also would show the total of each of those accounts? For example, I would have a Schwab group with 4 accounts - with the summary total of those accounts. Another grouping for Ameritrade, etc.? I've got them all organized by adding a SCH-XXX in front of each Schwab account, AMER-XXX in front of Ameritrade, etc - which works but doesn't give a subtotal of each grouping. Hope this makes sense.

UKR

I concur with the other responses "It cannot be done directly" in portions of Quicken like the Account Bar or some of the reports, graphs and views.

But, you could set up separate Portfolio Views under the Investing tab, one selecting only the Schwab accounts and one for the Ameritrade accounts. Choose "Group by: Accounts" and you'll get subtotals by account and a grand total for the view, i.e., a grand total for the Schwab view and a separate grand total for the Ameritrade view.
The views are printable with CTRL-P or File / Print Portfolio.

Looking at Reports / Portfolio Value report as an example: If you customize and save the customized report, you can do the same as with the Portfolio views. Select only the accounts you wish to see, name the report, e.g., "Schwab Portfolio Value". Ditto for Ameritrade.
Saved reports only retain the customization settings, not the actual data. That means, you can call up the saved report again at a later date, to see updated information without having to go through the selection and customization process again.

chitownhockey

Makes perfect sense.  But can't be done in Quicken, in the Sidebar or Reports.

I'd export a report with those accounts into Excel...and group them for subtotals there.  Not ideal, but it works.  

bmciance

It would be great but sadly, no it can't be done.  The best I have been able to do in Quicken is make phony investment accounts in Quicken and have the names be something like " *********  Traditional IRAs  **************** " or " ***************  Roth IRAs  ************* "  etc.  I make these accounts hidden in transaction entry lists and in the account bar (but they still show up in the portfolio view).  In my portfolio view I arrange them using these accounts as separators.   It's no where near ideal and you can't total the accounts in each group.  It's really just a visual thing so that it is easy to see the like accounts together.  If you need more than that I agree with chitownhockey and do it in Excel.

UKR

I concur with the other responses "It cannot be done directly" in portions of Quicken like the Account Bar or some of the reports, graphs and views.

But, you could set up separate Portfolio Views under the Investing tab, one selecting only the Schwab accounts and one for the Ameritrade accounts. Choose "Group by: Accounts" and you'll get subtotals by account and a grand total for the view, i.e., a grand total for the Schwab view and a separate grand total for the Ameritrade view.
The views are printable with CTRL-P or File / Print Portfolio.

Looking at Reports / Portfolio Value report as an example: If you customize and save the customized report, you can do the same as with the Portfolio views. Select only the accounts you wish to see, name the report, e.g., "Schwab Portfolio Value". Ditto for Ameritrade.
Saved reports only retain the customization settings, not the actual data. That means, you can call up the saved report again at a later date, to see updated information without having to go through the selection and customization process again.

Jim_Harman

This is similar to this product idea
https://community.quicken.com/discussion/comment/19789609#Comment_19789609

You can go there and add comments and/or vote for it.

Matt

Thanks UKR - your answer isn't ideal but certainly works - thanks again!