Is there a way to create groups of accounts
Options

christorto
Quicken Mac Subscription Member ✭✭
For example - can I group multiple brokerage accounts into a category called Private Equity or JP Morgan?
1
Best Answer
-
@christorto Custom grouping of accounts in the sidebar is a feature many Quicken Mac users have asked for. There's good news and bad news about that. The good news is that there is a longstanding Idea thread on this site requesting this feature, and the developers have marked it as "Planned" for development. The bad news is that we never know when "Planned" features will actually make it into the program, and this one was marked as "Planned" 24 months ago. So who knows when we'll actually see it.Quicken Mac Subscription • Quicken user since 19931
Answers
-
No, you cannot create custom account groupings at this time.0
-
@christorto Custom grouping of accounts in the sidebar is a feature many Quicken Mac users have asked for. There's good news and bad news about that. The good news is that there is a longstanding Idea thread on this site requesting this feature, and the developers have marked it as "Planned" for development. The bad news is that we never know when "Planned" features will actually make it into the program, and this one was marked as "Planned" 24 months ago. So who knows when we'll actually see it.Quicken Mac Subscription • Quicken user since 19931
This discussion has been closed.
Categories
- All Categories
- 60 Product Ideas
- 31 Announcements
- 198 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 757 Welcome to the Community!
- 625 Before you Buy
- 1.1K Product Ideas
- 51.1K Quicken Classic for Windows
- 15.7K Quicken Classic for Mac
- 997 Quicken Mobile
- 789 Quicken on the Web
- 103 Quicken LifeHub