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 Windows
Investing (Windows)
I want to sort my various investment accounts by Group
Jon Foster
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?
Find more posts tagged with
Accounts
Investment Reports
Accepted answers
All comments
UKR
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
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
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
Jon Foster
Thanks - just voted and commented
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
