Adding Investing accounts above or below the line?

pau
pau Member ✭✭
in Download, Add/Update Accounts (Windows)

Quicken Windows Deluxe (current version) places new Investing accounts above or below a faint line in the left Accounts panel. How to insure a new account goes below the line or to move existing above the line accounts to below the line

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Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Retirement accounts go below the line. Non-retirement investing accounts go above the line.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • jtfennig
    jtfennig Quicken Windows Subscription Member ✭✭
    edited March 4

    Right click on the Investing header and turn on "Show sub-group totals in account bar". This should help you understand what's going on.

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    Quicken user since January 1996.

    Currently running Quicken Classic Premier Windows Subscription

    Windows 11 Pro

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