Is there a way to group Accounts (like Tag for categories) to subtotal reports?

Joseph Witkin

I'd like a report that separates out and subtotals all transactions from my 3 accounts at Bank A, then my 5 accounts at brokerage B. In other words, I need to group a bunch of accounts (not categories) and have the report subtotal by those groups. Is there a way to do that?

I have separate reports including just the accounts for each bank, which works of course, but a single report would be better. Thanks.

Tom Young

There is no "Tag-like" earmark you can add to an Account in Quicken in the way you can do that with Categories. But by selecting JUST the Accounts you want to feed information to this report, i.e., only those 3 Bank A Accounts for one report and only those 5 Investment Accounts at Brokerage B you would have that information, or you could have only those 8 Accounts selected for your Transaction report and subtotal by Account. That would give you all the information you're seeking, though you can't get subtotals within that report of "only banks" and "only brokerage accounts."