Editable Types for Account grouping

Sam Brandt

It would be helpful to have editable type listing so that account groupings of the accounts bar could be customized.

Jeff76

I have been asking for the ability to add additional groupings in the Investment Group to include subgroups like: Stocks, Preferred Stocks, Muni Bonds, and Corporate Bonds.

Steve_Cdn_Mac

My Investing 'Retirement' subgroup currently contains 16 active accounts across several institutions. It would be very helpful if I could create custom subgroups by owner and account type:

"S RRSP" - 4 accounts

"C RRIF" - 2 accounts

"C RRIF Locked" - 1 account

"C RRIF Spousal" - 2 accounts

"S TFSA" - 4 accounts

"C TFSA" - 3 accounts

This feature would provide clarity, convenience and insight through the totals displayed in the Sidebar and the Dashboard/Portfolio/Transaction tabs on the associated Account Group page.

jacobs

What you're asking for is the ability to regroup, and make custom subgroups, in the left sidebar. This is a longstanding request from Quicken Mac users to the developers. Over the history of Quicken Mac's development, the developers originally said they planned to allow this, then changed to saying they did not plan to build this, and more recently indicated they might be able to do it in the future, but that it is actually a much more complex change than it would appear to be. You can view the existing Idea thread here, and add your vote and comment in that thread:

https://community.quicken.com/discussion/7907965/add-an-option-to-re-order-accounts-in-the-sidebar-q-mac-1-merged-vote

Steve_Cdn_Mac

Thanks @jacobs, I appreciate the response.

The Idea thread you reference mentions the manual-reordering-within-subgroups feature that was added a while ago (Yay! Use it, love it!) which gives me hope 😊. However the thread summary (which is what folks see first) doesn't mention or imply custom-subgroups. I read it and thought "Oh yeah, they've already implemented that." Also, since it doesn't appear in the "Ideas for Mac Classic" list (or at least I couldn't find it) it's not going to get much attention.

So … any hints on encouraging up-votes for this thread?

jacobs

I remember there was a small survey not too long ago asking whether simple reordering was enough or whether people wanted full control (moving accounts to different groups, creating their own subgroups) It may be that survey was in a beta testing forum; I can’t remember. But it showed they were thinking about it and weighing whether to invest a little or a lot more time in creating a solution most users would find good enough.

jacobs

As for getting more upvotes for an Idea, it’s typically a painfully slow process. I edited the title of the thread slightly to perhaps make the intent clearer. The only other thing you can do is periodically post a follow-up message in the thread, which brings it to the top of the Discussions page, so users who browse the site are more likely to see it.

Steve_Cdn_Mac

Thanks again @jacobs, I'll keep an eye on the thread and post encouraging words from time to time :-)

In the mean time, if there's a need for beta testers please let me know… I'm a retired developer (Windows drivers, C++) with bandwidth to spare for playing around with stuff.

Cheers,

Steve

Jon

@Steve_Cdn_Mac If you're interested in being a Quicken beta tester, message Quicken Bree. She coordinates the beta testing.

Steve_Cdn_Mac

Thanks @Jon. I found "Quicken Beta" on the app's Help menu and it took me to the sign-up site.

Catch ya on the beta forums … if I'm accepted :-)

Cheers,

Steve