investing account types/intent

Steve Foster · November 2020

I have investing accounts of my own and custodial accounts for grandchildren. How do I keep them separate in the account list? When I edit, the only choice in account intent is "investing" or "retirement."

NotACPA · November 2020

How about TOOLS, Account List, click edit adjacent to one of the kids accounts, click "Display Options", and check "Keep account separate".

Repeat for the accounts of the other grandkids

Frankx · November 2020

Hi @Steve Foster

The answer to your question really depends on personal preferences and how "separate" you want these custodial accounts.

If you want to have absolute separation, you can start a new Quicken data file for "all grandchildren", or you can start more than one new Quicken data file - if you want "each grandchild's data separate from the others.

If you just want to be able to see your financial position separate from the grandchildren, you can setup the custodial accounts as "separate accounts" within your Quicken data file. To do this, you simply need to designate each account as "separate" as follows:

1) Open the account register in Quicken;
2) Click on the "Gear" icon in the upper right;
3) Select "Edit Account Details"
4) Select the "Display Options" tab:
5) Click on the "Keep this account separate...." box - see attached Snip below

Image: https://us.v-cdn.net/6031128/uploads/editor/6s/f31912qkaxi3.png

That should do it. Let me know if you have any followups.

Frankx

NotACPA · November 2020

How about TOOLS, Account List, click edit adjacent to one of the kids accounts, click "Display Options", and check "Keep account separate".

Repeat for the accounts of the other grandkids

Frankx · November 2020

Hi @Steve Foster

The answer to your question really depends on personal preferences and how "separate" you want these custodial accounts.

If you want to have absolute separation, you can start a new Quicken data file for "all grandchildren", or you can start more than one new Quicken data file - if you want "each grandchild's data separate from the others.

If you just want to be able to see your financial position separate from the grandchildren, you can setup the custodial accounts as "separate accounts" within your Quicken data file. To do this, you simply need to designate each account as "separate" as follows:

1) Open the account register in Quicken;
2) Click on the "Gear" icon in the upper right;
3) Select "Edit Account Details"
4) Select the "Display Options" tab:
5) Click on the "Keep this account separate...." box - see attached Snip below

That should do it. Let me know if you have any followups.

Frankx

BK · November 2020

They way I do it is by keeping it as a separate account - which will exclude it from various features. I too wish there was a better option and look forward to other suggestions, if any. Another way to keep them separate is to use two different Quicken data files.

investing account types/intent

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