Customize Net Worth Report

Douglas16
Douglas16 Quicken Windows Subscription Member
edited December 10 in Reports (Windows)

I have multiple Savings accounts that I would like to show on 1 report but have a sub-total by company. Not seeing a way to accomplish.

Thanks.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 10

    When you say "subtotal by company" do you want a subtotal for each bank where you have accounts?

    If so, then no, there is no way to make custom groupings of accounts in Quicken. You would have to make a separate report for each bank or export a combined report to Excel and do the subtotaling there.

    However there is an existing Idea post on this topic; you can go there to add your comments and and vote for it by clicking on the little up arrow below the vote count. This post has 2 pages of comments; the vote count is at the top of page 1. Ideas need about 50 votes to be considered.

    https://community.quicken.com/discussion/7854575/create-account-groups-5-merged-vote

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