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Need a new feature to add offline investment for real estate investments [Edited]

feinholz

So, I have IRAs, and I have investments in my brokerage accounts.

But I also invest in real estate, whereby funds I provide are pooled together with other investors to private equity firms, and the funds are used to purchase real estate (apartment complexes). Improvements are made over a set number of years (5-7 years), and then the property is sold at a provide and we investors are guaranteed an equity multiple.

I would like to track these investments. They are offline, but I consider these as "Investments" and do not want to track these as accounts in the "Property" section. I want to track them in the "Investment" section, but not as "Brokerage" or "Retirement". I want to have a new sub-category created.

Hopefully Quicken can do that.

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Comments

q_lurker

My recommendation would be treat it is a brokerage Investment account and treat the RE pools as ‘securities’. There is also a partnership type of security that may be useful for those types of investments. Don’t take the ‘Brokrage’ label too seriously.

NotACPA

Concur with @q_lurker. This idea should be disregarded as "Already offered".

feinholz

I get that but I want a separate "subsection" (not sure how else to describe) with a separate subtotal from my real brokerage accounts.

Jim_Harman

Perhaps this Idea will meet your needs

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

feinholz

Yes, basically I would like to be able to create my own subgroup under "Investments".

Right now they are categorized as "Other Investments" and I would like to group them together separately from my "Retirement" and "Brokerage" accounts.

feinholz

well, it really is NOT offered; I am stuck with Quicken's subgroups "Retirement" and "Brokerage" under "Investments".

Quicken should offer a way for the user to customize, or even provide "Other".

Some people invest in other ways, other than in retirement accounts and non-retirement brokerage accounts.

Jim_Harman

@feinholz The idea referenced above is listed as "Under Consideration" which means the developers are looking at it.

You can still go there and add your vote and a comment that describes how you would use this capability and why it is important to you. Every vote counts!

feinholz

Thanks! I will!

(Wow, fast! You originally posted in 2019 and now in 2026 they are just getting around to considering it.)