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Account intent categories

intrigue
Member ✭
How can I add addition account intent categories. I would like one for education (529) and medical (HSA) because I do not want them grouped with other liabilities or assets, credit or savings.
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Answers
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Type your cHow can I add addition account intent categories. I would like one for education (529) and medical (HSA) because I do not want them grouped with other liabilities or assets, credit or savings.omment0
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We may not add additional account Intents.
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The 5 account intents - Spending, savings, investment, retirement, and Asset - are fixed; there is no way to add more.
You can create accounts for other types of accounts - 529, HSA, Roth, etc and you can save reports and Investing portfolio views that include just the accounts of one type if you want.QWin Premier subscription0 -
I have a new HSA administrator and I'm trying to set that account up on Quicken as an investment account. It always comes back as a savings account, and only savings and checking are listed as options. The cash reserve balance shows up but none of my investment funds.0
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Jeff Armin said:I have a new HSA administrator and I'm trying to set that account up on Quicken as an investment account. It always comes back as a savings account, and only savings and checking are listed as options. The cash reserve balance shows up but none of my investment funds.What Q product are you running? And what BUILD of that product? Do HELP, About Quicken for this info.Also, what company holds your HSA funds & investments? And when you do TOOLS, Account List, what grouping (Personal Spending, Personal Savings, Personal Investment, etc) does your HSA show up in?Q user since DOS version 5
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