Account List

davidduhl

I have Quicken Deluxe for Windows (both are up to date). In my account list, I see investing, banking, and credit card (just the way I want it). On my Quicken screen I see that banking and investing are lumped together. How do i separate them to match my Account List?

David

Boatnmaniac

Are all bank accounts and investment accounts grouped together?

Or is it that only some bank accounts and investment accounts are grouped together? If so, are the bank accounts separate checking accounts that are linked to the investment accounts?

davidduhl

All bank and investment accounts are groupd tpgether. For example A,B,C,D,E. I would like to add a heading so I can put each in the correct category (A and B together under one headibng and C,D,E in another heading).

David

Boatnmaniac

So I am clear: You are referring to the order of the accounts in the accounts side bar like is shown on the left in the following picture? If not, could you be more specific about where you are seeing all these accounts being grouped together?

Chris_QPW

Quicken Windows doesn't allow for custom grouping of accounts in the account bar. You can somewhat move accounts around in the groupings it has, but you can't create them.

Here is an idea for that, that you can vote for:

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