investing account types/intent
Best Answers
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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
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP4 -
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.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
Answers
-
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
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP4 -
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.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
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.
- QWin Deluxe user since 2010, US subscription on Win11
- I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr0
