I want to sort my various investment accounts by Group

Jon Foster
Jon Foster Member ✭✭✭
in Investing (Windows)
Quicken appears to have only a small fixed set of account groups ( i.e., Banking, Investment). I want to create custom groups for easy reporting and for display in the UX. Is this possible?
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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you're talking about rearranging the Accounts side bar or how accounts are grouped in account balances reports, I'm afraid, WYSIWYG is the answer at this time.
    Can you provide us with a sample report showing what you would like to see?
    BTW, what do you mean by "display in the UX"? I'm not familiar with the meaning of "UX".
  • Jon Foster
    Jon Foster Member ✭✭✭
    I was mainly thinking about the account side bar, but I would imagine it would be metadata that could persist in other reporting tools in Quicken. I would like the account bar to enable me to group my investment accounts by sub-groups, if you will (e.g., Kids Accounts, Managed accounts, etc). And if not the account bar, can I create an investment report showing account balances by these imagined sub-groups.

    And sorry - UX = User Experience ( aka User INterface) :)
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    I sounds like you are looking for the features in this Idea post. If so, please comment and vote there. 
    https://community.quicken.com/discussion/7854575/create-account-groups-5-merged-vote
    QWin Premier subscription
  • Jon Foster
    Jon Foster Member ✭✭✭
    Thanks - just voted and commented

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