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Sidebar display: Under "Investing" heading, switching Brokerage and and Retirement entries

Bob Ball

Edward Jones for several years has shown my half dozen accounts in a certain order. In Q2007 for Mac and now the current Quicken, I arranged my accounts in the same order: Glance at EJ, glance at Q to see that all was well with the world. Edward Jones has a new web page. It now lists my retirement accounts at the top, my brokerage accounts below. But Quicken doesn't show me a way to place retirement accounts at the top, brokerage accounts below. Is there a way to do that?

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Accepted answers

John_in_NC

John_M said:

You could add a letter or number to the beginning of each account so that they sort in the order that you want.

This is true and might help, but I think Bob wants to rearrange the Account Groupings. I don't know of a way of doing that.

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John_in_NC

Hi, Bob:

No, there currently isn't a way to reorder the organization of account types in the sidebar. You aren't overlooking anything.

Frankx

Hi @Bob Ball,

Sorry to hear that you are having problems now that EJ has changed their website.

I am a Windows user, so I am not exactly sure that this will work for you, but the following is how I would go about changing Quicken to match the new EJ format.

In the "Investing Tab" there is a "Customize" button (see snip A below).
When you click it, it then shows a way to modify your View. You just need to:
1) Click on the "Accounts" Tab;
2) Use the two buttons labeled "Move Up" and "Move Down" (see svip B below) to put your various accounts in the same order as they appear on the EJ webpage.
3)Click "OK" to same.

I hope that this works for you. If you have any followup questions, feel free to reply.

Frankx

Snip - A

Image: https://us.v-cdn.net/6031128/uploads/editor/g8/acgpn19efkeb.png

Snip - B

Image: https://us.v-cdn.net/6031128/uploads/editor/te/2wcehayof7wv.png

John_in_NC

Thanks for the answer, @Frankx. Unfortunately, that does only apply to Quicken for Windows. It doesn't work in Quicken for Mac.

Frankx

Thanks, @John-in_NC,

I was hoping that it might translate, at least in part. Just trying to help.

Frankx

John_M

You could add a letter or number to the beginning of each account so that they sort in the order that you want.

John_in_NC

John_M said:

You could add a letter or number to the beginning of each account so that they sort in the order that you want.

This is true and might help, but I think Bob wants to rearrange the Account Groupings. I don't know of a way of doing that.