Ability to group Investment accounts by Taxable and Non-Taxable on Account Sidebar [Edited]

Dali
Dali Quicken Mac Subscription Member ✭✭
edited November 2025 in Investments

Currently Quicken Mac shows all retirement accounts under the Retirement category. It will be helpful to have two retirement categories instead - one for non taxable retirement accounts (Roths, HSAs) and the second for taxable ones (401k, 403b, 457b, IRAs, etc).

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you talking about the process of grouping / summarizing accounts in the Account Sidebar?

  • Dali
    Dali Quicken Mac Subscription Member ✭✭

    UKR - Yes. I wish there was a way of customising this list.

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