Add Subcategories (with totals for each subcategory) for Retirement accounts

Rick2022 Member ✭✭✭✭
It would be nice if Retirement accounts could be subdivided so that 401K, Roth 401k, IRA, Roth IRA, etc. could be subcategorized so that one could see the totals in those types of accounts. These categories are assigned to each account with apparently no current benefit.
Quicken Mac Subscription • Quicken user since 1994
8 votes

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  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team
    -Quicken Anja
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Assuming the developers are going to add true investment reports to Quicken Mac - and geez, I hope that key functionality is forthcoming! -- this would certainly be among the stock reports one would want to see included. 
    Quicken Mac Subscription • Quicken user since 1993
  • Rick2022
    Rick2022 Member ✭✭✭✭
    Thanks @jacobs   Reporting would be great too but I was hoping this breakout could be in the main sidebar under "Retirement".  
    Quicken Mac Subscription • Quicken user since 1994
  • pdpo42
    pdpo42 Member ✭✭
    I'd say that this should be expanded to any category in the sidebar
  • LMayhem
    LMayhem Member
    Please add the ability for the user to add their own subgroups with totals in the sidebar. I don't want credit card balances in the banking section, nor do I want them in debts because then they total in with residence value and mortgage. I want to be able to have a subgroup for credit cards with a total. Also would like to split Ira and Roth Ira totals.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @Rick2022 @pdpo42 @LMayhem There is an existing Idea topic asking the developers to provide a way to customize the left sidebar with custom groups/subgroups and ordering. Please take a minute to visit that Idea post and add your vote (and any comments you wish to add).

    (That thread has more votes that this one, and adding more votes to it could get it pushed to the developers for consideration.) 
    Quicken Mac Subscription • Quicken user since 1993