Separate Investment Firms

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?

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited December 2021
    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
    Jim_Harman SuperUser ✭✭✭✭✭
    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
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