I am using Quicken 2016 for Windows.A couple of examples would be:Investments - Tax Free - which may include a number of sub a/cs e.g. IRA - me; IRA - spouse; 401k - me; 401k - spouse; .different advisers ..etcInvestments - Taxable - may have many brokerage a/cs, other investmentsHome - Purchase price; major repairs; improvement; Zillow - est mkt value; Est. sales commission
Thanks. I will look into it. I still would like the subaccount option for assets & liabilities.
I'll look into it. But what you are describing seems to indicate that ALL the A/Cs would still be listed. What I'm looking for is the ability have the report just show the subtotal. The easiest way in my mind would be having the ability to have sub-accounts of asset and liability categories. What the report would look like is what an income and expense report looks like. e.g. Auto Exp. I have about 12 sub-accounts of Auto. When the report comes up, the total Auto Exp shows preceded by + which indicates that there are additional categories. Clicking on the + then shows all the categories within.
I would like to be able to show sub accounts below an account ie: Credit Union Savings account with a sub account for Savings-Fuel, Savings-Housing expenses, Savings-groceries, Savings-vacation, etc... I would like the main account to show the total balance of the sub accounts. Is that possible? That way I'd be able to see exactly how much is earmarked for each item. I tried using Tags, but can't get the reports to show it properly.
I still have not been shown a way to group like ACCOUNTS (not categories) . Ex. I have a number of credit card accounts. Rather than have them ALL LISTED in a report, I would like to just have a single line that contains the sum of the credit card balances. i.e. if I'm running a Net Worth report, I would only see the total rather than each credit card account. This would be helpful for any for a number of Asset & Liability ACCOUNTS.
So, was this feature ever considered in a new version of Q? It would be very helpful for the church accounting I do. Keeping three different (sub-)accounts in our main operating account and trying to do this with categories is not the most elegant solution... (Presently we're on Q 2013, but we would upgrade if this feature were available.)
First off, this is all very confusing, because Quicken has ZERO support for "sub-accounts".If what you're really describing is sub categories, fine, I'm all in. But there are no capabilities for sub-accounts in Quicken.