nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Separate Investment Firms

DrJ

I have separate investment firms with numerous different investment accounts in each firm. How can I group the different accounts with each of the investment firm? I was wondering if each firm could be sub-totaled?

Find more posts tagged with

Comments

Sherlock

You may group the accounts in each firm in customized portfolio views: press Ctrl + U and select Customize
You may group the accounts in each firm in customized reports: open a report and press Alt + C

Jim_Harman

Quicken does not have what might be called sub-accounts as you describe.

One thing you can do, however, is to create Investing > Portfolio views that include just the accounts you want. For example, you could create a "Vanguard" view that includes just your Vanguard accounts.

For more info on this subject and to vote on improvements in this area, please see this Idea post
https://community.quicken.com/discussion/comment/20027117#Comment_20027117