net worth report - can you sub-total

MG99

any suggestions on how to sub-total the net worth report. i have both stock investments and 401k accounts, but in the net worth report, it groups them all under "investments", why cant quicken sub-total retirement vs. other investments in this report as it askes for retirement vs. investment type accounts. thank for any suggestions

Tom Young

Neither of the balance sheet reports - Net Worth or Account Balances - allow for this sort of customization.  They are very much hard wired in this regard.  The only suggestion I can make is to export either report to Excel and then make the distinction between retirement and non-retirement investment Accounts over there.

MG99

thanks. appreciate the response. as quicken is always making updates, not sure why this couldnt be a simple enhancement since they already have the various account categories.

Jim_Harman

Or of course you could save two reports, one customized to include just your taxable accounts and one for the retirement accounts.