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Save/restore account multi-selections on Account Group pages

Steve_Cdn_Mac

An Account Group page is displayed when an Account Group label (i.e. "Investing", "Brokerage", "Retirement") is selected in the Sidebar.

This page's account selection droplist can be used to either …

select a fixed account group item (i.e. "All Brokerage Accounts") or
select multiple accounts by selecting individual account items in the list one-at-a-time.

Unfortunately, an account item multi-selection cannot currently be saved. It must be manually re-selected each time the app runs or after a fixed account group item has been selected.

It would be handy to be able to save an account item multi-selection with a name and for that name to appear as an item in the droplist. This would allow user-defined account item multi-selections to be re-selected in one step.

Please also see …

https://community.quicken.com/discussion/7963492/editable-types-for-account-grouping

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Quicken Mac

Reviewed

Status: Reviewed

Comments

jacobs

Yes, this would be great! I'll give an example I often use: I want to see a Portfolio view and graph of our tax-deferred accounts (traditional IRA/401k) separately from our tax-free accounts (Roth IRA/401k). So if I want to see the tax-deferred accounts ,I need to select one IRA account, then another, then a third, then a fourth. If I then switch back to all retirement accounts, the next time I need to go through the process of selecting the same four IRA accounts one-at-a-time. It would be great to be able to save that selection of four accounts to select it from a drop-down menu each time in the future.