Is it possible to create additional sub groups for accounts?

blampert2
blampert2 Quicken Windows Subscription Member
edited December 5 in Investments

Investment accounts can only be categorized as retirement or investment accounts.

I have other retirement investment accounts which are treated differently that I would like to segregate in the investment account lists. For example, I have an annuity, Roth IRAs, regular IRAs, and deferred compensation accounts which are treated differently from a tax perspective.

Is it possible to add these additional sub-categories?

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'll ask the Mods to convert this post to an Idea so that other users have the opportunity to vote upon it.

    Then, if it gets sufficient support, the Devs will take a look at it and decide whether to implement at some point.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @blampert2,

    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).

    lripcbixyd75.png

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

    Thank you!

    -Quicken Anja
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