Solved! - Rearranging groups in account bar

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Using Quicken for my businesses. Originally my account bar was organized with my business Banking accounts at the top, followed by Invoices, followed by Property & Debt. Then one day I discovered that the business Banking accounts were at the bottom of the account bar instead of at the top. This was very inconvenient because I have a large chart of accounts so I had to scroll down to the bottom of the account bar to find my Banking accounts (the ones I access most often).

Clicking on the "gear" icon and selecting "Reorganize accounts" didn't help because the reorganized accounts feature allows you to reorganize accounts within subgroups like Banking, Invoices and Property & Debt, but it does NOT allow you to reorganize the subgroups themselves.

Ultimately I found a "trick" that allowed me to move my Banking subgroup to the top of the account bar. Here's how I did it:

  1. Right-click on any business Banking account in the account bar.
  2. From the pop-up menu, select "Edit/Delete account"
  3. In the Account Details window, click on the "Display Options" tab
  4. Under Account intent, change the account from Spending/Business to Spending/Personal
  5. Click OK
  6. You should now see a Banking group at the very bottom of the account bar, containing the one banking account you changed from Business to Personal.
  7. Click the gear icon and select Rearrange accounts.
  8. Find the Banking group at the bottom of the account list that contains the one banking account you changed from Business to Personal.
  9. Select "…" at the right of this Banking group and click on "Move to top"
  10. Click the "Done" button.
  11. You'll now see a Banking group with the one banking account at the top of the account list prior to all the Business accounts.
  12. Right-click on that banking account and edit its Display Options to change its intent back from Personal to Business
  13. Voila! Your account bar should now have all its business Banking accounts at the top of the account bar!

It sure would be nice if Quicken made this a more straightforward process, but it doesn't. At least it can be done if you're sneaking enough. I hope this helps some other business Quicken users.

BTW, I did all this with Quicken for Windows. I cannot guarantee that the same trick works for the Mac version.

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Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @mbusch,

    Thank you for coming to share this useful information!

    -Quicken Jasmine

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

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Uhhh … I hate to rain on your parade …

    There's a much easier way to rearrange entire account groups in the Account Sidebar.

    Click the gear icon in the Accounts Sidebar title, select Rearrange Accounts and wait for the side bar to change into "Rearrange Accounts" mode (as seen on left).
    To move an entire group like Banking, Business, etc. up or down click the ":" in the group title.
    Select to move up or down until the entire group of accounts is in the desired position.

    You can also rearrange individual accounts within an account group by dragging and dropping them up or down. However, you can only move an account within it's subgroup, e.g., Checking or Savings. You cannot cross subgroups.