Creating Category Manually

pso
pso Quicken Mac Subscription Member
edited January 2022 in Registers & Transactions (Mac)
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?

Best Answer

  • pso
    pso Quicken Mac Subscription Member
    Answer ✓
    Appreciated; got it. thanks so much.

Answers

  • pso
    pso Quicken Mac Subscription Member
    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
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    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.
    Quicken Mac Subscription • Quicken user since 1993
  • pso
    pso Quicken Mac Subscription Member
    Answer ✓
    Appreciated; got it. thanks so much.
This discussion has been closed.

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