Why does Quicken Web app sort Investments by Account type versus Tax Deferred like Quicken Desktop

blabwells
blabwells Member ✭✭
edited May 2022 in Errors and Troubleshooting (Quicken on the Web)
Why does Quicken Web app sort Investments by Account type (Brokerage/Retirement) while Quicken Desktop sorts by the "Tax Deferred: yes or no setting. Does not make sense why they would use different sort methods under Investments Tab

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited August 2021
    Hello @blabwells,

    Thank you for taking the time to visit the Community and provide your feedback.

    Although there is not currently a way to change how the accounts are sorted, we do have this active Idea post regarding this topic. If you would like to see this feature be added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.



    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories