Account Tagging for Estate Purposes

Is there a way to Tag an account to distinguish its characteristic as a Separate Property Account or a Community Property Account for those who live in states that recognize assets acquired during a marriage as "Community Property" and inherited assets as "Separate Property"? This feature would assist the executors, CPA's, and divorce lawyers in sorting out who owns what at divorce or death if a report option where also created to go along with the feature.
1 votes

New · Last Updated


  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    There is a comment field availability in the account details, but I would be more inclined to annotate the account name with something like CP or SP if I felt strongly and confident about it.

    You can certainly save reports with properly selected accounts, but there is no way for Quicken to automatically choose such accounts.