Second sort drop down Portfolio View

PopBigGuy

On the Portfolio view screen, you have the "Show" drop down box, then the "Group By" drop down box. How about a third drop down box and have the class and type (or more) in a drop down. With the second sort, we can have the "Value" screen, then sort by "Accounts", and then sort that by "Type, Class" or what ever else. This way you can sort out the types or class seperated and listed in each account. And make so that we can move the types and class or others up and down.

PS In Microsoft Access you can have two different sorts.

Jim_Harman

I support this Idea, particularly in conjunction with the longstanding idea to allow user-created account groups. I think by "Sort," the request is really for a second level of Grouping. For maximum flexibility, I think each grouping dropdown should allow the complete set of selections.

With that combination of capabilities you could make a Portfolio view where the first grouping level and subtotal is the account type - Investment, IRA, Roth, HSA, etc., and the second is the account. Currently you need to make a separate view for each account type.

Other examples of account groups that users might want to create would be His/Hers/Joint or Vanguard/Fidelity/Schwab, where all the accounts at each FI would be grouped together.

For reference, here is the related Idea, which also deserves your vote

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