Create and save custom account groups

longtime_qckn_user
longtime_qckn_user Quicken Windows Subscription Member

Being able to permanently "tag" accounts with custom label's (e.g. rainy day fund; speculative; Spouse's, etc.) would be tremendously impactful.

When I use the Investing features (Portfolio x-ray; Performance; Allocations) I have to manually set up the groups each time. And It is not clear which accounts are included once I have made the custom selections.

This would also be helpful for reports & graphs and increase efficiency vs hunting an pecking individual checkboxes each time.

Thanks!

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