Allow creation of custom investment account groups for Dashboard and Portfolio [EDITED]

Brad L Vandermoon

I recently discovered a feature that allows users to select investment accounts to get introspection of only the selected accounts. I.e. the "Dashboard" only shows the securities for the selected accounts. This feature is very nice. Tt would be super helpful to be able to save these groups so the dropdown would allow the saved group to be selected. The dropdown now contains "All Investing Accounts", "All Brokerage Accounts", "All Retirement Accounts" above the line and then list all accounts below the line.

The saved group feature I am requesting would allow me to select a number of accounts. An example would be selecting all my managed accounts and then creating a new group called "All Managed Accounts". This new group would then appear in the dropdown so it would then list "All Investing Accounts", "All Brokerage Accounts", "All Retirement Accounts", "All Managed Accounts" above the line.

[Title edited to better describe the request. — jacobs]

Quicken Anja

Hello @Brad L Vandermoon,

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!

Brad L Vandermoon

thanks for categorizing this better.

Quicken Anja

https://community.quicken.com/discussion/comment/20464909#Comment_20464909

You're welcome!

MauryJ

I voted for this because it would save me a lot of effort constantly trying to CMD-click things as one offs every time I do it. Yes, you can do it, but I tend to skip it just because there's too much labor involved for a repetitive task, so, great idea. And it's especially important since investment reporting is so limited and there's such a need to export to CSV

Captain Tim

I would benefit greatly from this as well. Instead of some sort of drop-down, I suggested thin divider lines surrounding the group name (which would appear under the Brokerage group). Here's an example:

>Investing $1,000,000

Brokerage

—— Managed Accounts ——- (this would be a custom-created group by the user)

Account 1

Account 2

Account 3

—- Day Trader Accounts —- (again, a custom-created group by the user)

Account 1

Account 2

Account 3

Retirement

My Roth IRA

My 401(k)

I suppose you could do the same thing (divider lines) for the Retirement category under Investments.

Bonus points for displaying the total value of the user-created investment group when hovering over the name of each group (like when I hover my mouse over the word "Brokerage" and also separately the word "Retirement".

Thank you for listening!

Captain Tim

Oh, as an alternative to my idea (imediately above), you could italize the custom, user-created group name. Or, include the lines and italize the word(s) in each user-created group!