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investing account types/intent

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."

Best Answers


  • BKBK Member ✭✭✭✭
    edited 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.

    - Q Win Deluxe user since 2010, US Subs R28.24 (still !)
    - I don't use Sync, Cloud, Mobile, Web, Bill Pay/Mgr, Tax
    - Techie, Win10 Pro x64 20H2
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