Is there a way to create groups of accounts

For example - can I group multiple brokerage accounts into a category called Private Equity or JP Morgan?

Best Answer

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    @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.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    No, you cannot create custom account groupings at this time.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    @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.
    Quicken Mac Subscription • Quicken user since 1993
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