Investing by Institution ?

Ron Schnatzmeyer
Ron Schnatzmeyer Quicken Windows Subscription Member ✭✭
edited October 2022 in Registers & Transactions (Windows)
In the sidebar there are two types, "Banking" and "Investing". I have several accounts under the overall "Investing" tab but they are not all from the same institution. Is there a way for Quicken to keep the institutions separate? For example: Show and subtotal accounts at Institution A, show and subtotal accounts at institution B, and so on? So that all the accounts from multiple places are kept separate? Here is everything from Inst. A, everything from Inst B etc?

Best Answer

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    No, not possible.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    No, not possible.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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