Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Registers & Transactions (Mac)
Is there a way to create groups of accounts
christorto
For example - can I group multiple brokerage accounts into a category called Private Equity or JP Morgan?
Find more posts tagged with
Accepted answers
jacobs
@christorto
Custom grouping of accounts in the sidebar is a feature many Quicken Mac users have asked for. There's good news and bad news about that. The good news is that there is a
longstanding Idea thread on this site
requesting this feature, and the developers have marked it as "Planned" for development. The bad news is that we never know when "Planned" features will actually make it into the program, and this one was marked as "Planned" 24 months ago. So who knows when we'll actually see it.
All comments
John_in_NC
No, you cannot create custom account groupings at this time.
jacobs
@christorto
Custom grouping of accounts in the sidebar is a feature many Quicken Mac users have asked for. There's good news and bad news about that. The good news is that there is a
longstanding Idea thread on this site
requesting this feature, and the developers have marked it as "Planned" for development. The bad news is that we never know when "Planned" features will actually make it into the program, and this one was marked as "Planned" 24 months ago. So who knows when we'll actually see it.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
