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 ✭✭✭✭✭
    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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    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.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

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