How do you get your accounts to list by account type within each "bucket" in windows version??

donnalrubin

Now using the windows version. With the Mac version, on the left side bar where your accounts listed it would further break out your accounts by account type. For example, Banking would further be broken into groups with title above by account type (cash, savings, credit card,), Investing would be further grouped by account type also (brokerage, retirement), etc. How can I fix this in my windows version it seems to only list Banking, Investing and Property & Debt with accounts underneath each area and faint line only to split up by account type….no title for account type in the windows version. Any way of showing the account type titles in the account list side bar…would be nice to see this in the windows version like we can in the Mac version.

NotACPA

See if this works for you.

Do TOOLS, Account List.
Click EDIT adjacent to each account
Click DISPLAY OPTIONS at the top of each Account dialog
Set the "Account Intent" for the account.

The main groupings are Banking, Investing & Property, and those can't be changed. Within each of those groups, that thin line separates account types, but there's no way to show titles for those types …. but it should be pretty obvious the separation of Assets from Liabilities in the Banking group and Retirement from Non-retirement accounts in Investing.