Sub Accounts in Quicken

LHardaker
LHardaker Member
edited September 10 in All Things Canadian (Mac)
I have an investment account (GIC's only) that has a number of certificates underneath it (sub accounts) the all have different maturity dates. Is there a way that Quicken Canada can track these individual certificates under one account with their own maturity dates? I can add each certificate, using the maturity date in the title (not optimal - would prefer that I can add a date to prompt attention), but how can I aggregate these under one account number?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    I'm missing something.  Why is this not a simple brokerage account that  holds multiple securities, the various GICs? 
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • LHardaker
    LHardaker Member
    Yes but Quicken Canada does not seem to have this capability. I cannot add a security with a maturity date.
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