How to add the newly available cistomizable Asset Classes?

Quicken announced the ability to add new Asset Classes. Please help me find out how to do this.


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Provided you have R30.10 installed:
    Help -> Check For Updates
    Update and Mondo Patch: Subscription Release of Quicken for Windows

    Then you can select:
    Help -> What's New in Quicken

    And it is on the first page.
    This is my website:
  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Go to Tools > Security List (or hit Ctrl + Y).  Select a security that you want to add to a new asset class.  On the security Detail View click Edit Details. You will see the current asset class in the middle and next to it a Customize button.  Click the button and you should see 10 custom asset classes.  Just select one (like Custom1) and click edit and modify the name from "Custom1" to what you want to add. Then click done and this will be available to select in the asset class dropdown.