Custom Asset Class

ScottL

Hi - I'm trying to track a Private Equity investment. There is no asset class for that. I search help and found that I should be able to create a custom asset class.

To create a custom asset class:

1. Open your Security List (press Ctrl+Y).
2. Select the security you want to categorize.
3. Select Edit.
4. In the Asset Class field, select Customize.
5. In the Customize Asset Classes dialog, rename any of the custom categories.
6. Select OK.

However there is no Customize option in the drop down box.

Is this a bug?

Scott

jacobs

You were probably looking at instructions for Quicken Windows. In Quicken Mac, there is no ability to create custom asset classes.

But it is a feature request which the developers have designated as "Planned":

https://community.quicken.com/discussion/7624226/add-ability-to-customize-the-asset-class-menu-37-legacy-votes

We have no idea when any particular feature will actually be delivered by the development team.