Report Organized by Investing Goal

System

This discussion was created from comments split from: Investing Goal / Grouping.

tgkyros

Is this issue still being debated? I'm surprised there isn't a better approach. In the real world, don't most investors have a retirement savings account at work, a 529 college account for kids, a "saving toward buying a house" account, etc? Instead of having to assign an investing goal to every security I buy in my 529 account, isn't it simpler (and more reflective of the real world) to assign an investing goal to the account itself?

I see no way to create a single investment report which is organized by investing goal that produces anything like a meaningful result. Even if I were to painstakingly assign a goal to each individual security, the resulting report, sorted by goal, just gives me a list of securities under each goal. What I want to see is a report that has one section with 529 accounts. I'll see in that section, the accounts for each of my kids, with a total for each of them, then an overall total for 529 accounts. Then below that, a section for retirement savings - and I'll see my IRAs and 401ks, by account and then a total for all retirement savings -- etc. That doesn't seem possible in the current set-up.