Adding more standard and customized Account Intent options

BSav Member
edited December 2023 in Reports (Windows)

I want to categorize my investment accounts by the objective of each of the accounts. There is this type of option for investments, but it's common to have the same investment in multiple accounts which have different objectives, which means the investing goal options have little usefulness. Adding Account Intent in a way similar to the investment goal functionality would be more useful, but modifying reports to summarize by the account intent would be needed.


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭

    How many different account intents are you wanting? Can you give an example?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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