Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Registers & Transactions (Mac)
Creating Category Manually
pso
Under investing, I have subcategories such as Brokerage, Retirement, Education. These subcategories were generated by Quicken. I have accounts called custodial (UGMA) but Quicken does not generate a subcategory by that name. I would like to have them separated under that name. Can it be done manually?
Find more posts tagged with
Accepted answers
pso
Appreciated; got it. thanks so much.
All comments
pso
Thank you; I clearly misspoke. I was, as you note, referring to what you call Account Groups. You mention Education and that is what I'm trying to accomplish. Thank you
jacobs
The link RickO mentioned had been marked as “Planned” for a long time, with a note from the developers that they were looking at allowing users to create custom account groups. I was surprised to see that the status of that Idea was changed just recently to “Not Planned”. But the developers’ note says “
The team is working on possible custom grouping in the future” — which is what they had said they were planning previously. Huh?? So the future of reordering things in the sidebar is murky, and I wouldn’t expect to see changes in the near future.
pso
Appreciated; got it. thanks so much.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of