Customizing the order of investment accounts in an Investment report

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rogp48
rogp48 Unconfirmed, Member ✭
edited November 2023 in Investments

In an investment report, Quicken allows you to choose which investment accounts you want to include (as well as which securities etc.) but it doesn't allow you to choose the sequence in which those accounts show up in the report. It shows them in alphabetical order only without any option to change that. I think this should be an option.

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  • rogp48
    rogp48 Unconfirmed, Member ✭
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    This has been asked many times in this Quicken community but nothing has been done. I think this should be a basic option to allow investors to choose the sequence of their investment accounts in an investment report.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    For the time being, one simple thing you can do is rename your investment accounts with a numerical prefix to force them into the order you want. For example:

         1-Vanguard
         2-Fidelity
         3-Charles Schwab

    Quicken Mac Subscription • Quicken user since 1993

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