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investing account types/intent

I have investing accounts of my own and custodial accounts for grandchildren. How do I keep them separate in the account list? When I edit, the only choice in account intent is "investing" or "retirement."

Best Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    How about TOOLS, Account List, click edit adjacent to one of the kids accounts, click "Display Options", and check "Keep account separate".
    Repeat for the accounts of the other grandkids
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    How about TOOLS, Account List, click edit adjacent to one of the kids accounts, click "Display Options", and check "Keep account separate".
    Repeat for the accounts of the other grandkids
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • BK
    BK Member ✭✭✭✭
    edited November 2020
    They way I do it is by keeping it as a separate account - which will exclude it from various features.  I too wish there was a better option and look forward to other suggestions, if any.  Another way to keep them separate is to use two different Quicken data files.

    - Q Win Deluxe user since 2010, US Subs R32.12
    - I don't use Sync, Cloud, Mobile, Web, Bill Pay/Mgr, Tax
    - Techie, Win10 Pro x64 20H2
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