Home Page - Add Another "Grouping" Inside The Investing Group [Edited]

Scott R. Eliasson
Scott R. Eliasson Member ✭✭
edited July 2021 in Investments (Windows)
I couldn't find a way to suggest a new feature.
Inside the accounts group on the home page, I would like to see if there is a way to add another "grouping" inside the investing group. This way is could be broken up by retirement and regular accounts with subtotals.
Feature enhancement
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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Edit your post - those three dots in the upper right hand corner - and select "Ideation."
    But you don't have to wait for Quicken to do this as the "All Account" dashboard that you can put on your Home screen already does that for you.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    If all you want to see is the summaries for investment and retirement accounts select "Investment and Retirement Accounts" instead.  This view also provides information by account in addition to values, such as cost basis, gain/loss, etc. that the "All Accounts" view does not show.
    It is very easy to add/remove dashboards on the Home view.  Click on the Home tab and then click on the Customize button.  That will bring up the popup where you can add/remove dashboards.
    (QW Premier Subscription: R42.21 on Windows 10)