Create account groups (5 Merged Vote)

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Michael A Reed,

    Thank you for reaching out to the Community with your request.

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Anja
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  • @Mike
    @Mike Quicken Windows Subscription Member

    I would like to add to the request to provide user defined account groups, especially in investments. I would like to be able to separate my wife's accounts from my accounts and in addition I'm holding some trust accounts for my son and nieces (to be inherited from my father) So it would nice to see how each group is doing (different investment goals), my accounts, my wife's, and my fathers. Thanks

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    A suggestion:

    For ease of net worth, tax, and performance tracking and reporting you should have a different Quicken data file for each tax entity.

    Assuming you and your wife file jointly, that would be one file, plus one for your father and one for each trust.

    If you are just concerned with investment performance tracking and you want to keep everything in one file, you can create a separate Investing > Portfolio view for each group of accounts.

    QWin Premier subscription
  • rpeirce
    rpeirce Quicken Mac Subscription Member

    I would also like to add to the request for customized account group, particularly for the Net Worth Reporting and the .csv download of the Net Worth report. I am a Quicken Business & Personal user of over 20 years. Even though Quicken is designed for personal use, there are times when a truly professional balance sheet is required to give to third parties. The one produced by Quicken does not fulfill that need.

  • Jim32
    Jim32 Member ✭✭✭

    Its now 2025, any word on customer account groups? Lots of new features… what about this long sought after one?

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There is no update from Quicken; it takes about 50 votes for an Idea to be considered for implementation.

    If you haven't already, go to the top of Page 1 of this discussion and click on the little triangle below the vote count to add your vote. Periodically adding a comment will keep this Idea near the top of the Discussions list so others are more likely to see it.

    QWin Premier subscription
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 25

    And, as of this writing, this Idea has 31 votes … FAR short of sufficient interest to merit consideration.

    Notice it's been "dangling" for over 6 years. Unless there's a WHOLE LOT of cheerleading, I can't predict the outcome that the proponents would want.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • piyushjain
    piyushjain Quicken Windows Subscription Member ✭✭

    A user-definable Account Group would be very useful indeed!

    Not as powerful as what is proposed here but as a quick win for some use cases, I suggest that Quicken implement grouping by the Account Type attribute in the portfolio view/reports — this attribute already exists but doesn't seem to be used anywhere in any report.

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