Ordering my Accounts?

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You used to be able to personalize the order of your accounts. For example, I like to order my credit card accounts by the date my payment is due to make sure I have enough cash on hand. Is this still possible.

Thank you.

Best Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 25 Answer ✓
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    Hello @J Mc,

    Quicken Classic for Mac, unfortunately, does not have this feature available right now. 

    Therefore, I'd like to refer you to this active Idea post regarding this topic instead which is also currently marked as Under Consideration. If you would like to see this feature added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
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    @J Mc You actually can re-order your accounts within an account group. So reordering your credit cards in a non-alphabetical order is do-able. The trick is to add a numerical prefix to the account names. It could be 1, 2,3… or it could be your actual due dates in the month, like this:

    03-Citi Visa
    11-Hilton Amex
    17-Chase Visa
    24-Citi AA Mastercard

    I use numerical prefixes so my most frequently-used cards are first, followed by store cards and infrequently-used cards.

    Quicken Mac Subscription • Quicken user since 1993

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 25 Answer ✓
    Options

    Hello @J Mc,

    Quicken Classic for Mac, unfortunately, does not have this feature available right now. 

    Therefore, I'd like to refer you to this active Idea post regarding this topic instead which is also currently marked as Under Consideration. If you would like to see this feature added in the future, you can go ahead and add your vote by clicking the up arrow underneath the vote count (see example below) as well as a comment explaining how this idea would be beneficial for you.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
    Options

    @J Mc You actually can re-order your accounts within an account group. So reordering your credit cards in a non-alphabetical order is do-able. The trick is to add a numerical prefix to the account names. It could be 1, 2,3… or it could be your actual due dates in the month, like this:

    03-Citi Visa
    11-Hilton Amex
    17-Chase Visa
    24-Citi AA Mastercard

    I use numerical prefixes so my most frequently-used cards are first, followed by store cards and infrequently-used cards.

    Quicken Mac Subscription • Quicken user since 1993
  • J Mc
    J Mc Member
    Options

    Thanks, Jacobs. That’s a great idea for a workaround. I appreciate the response.