Create account groups (5 Merged Vote)

Quicken Anja · July 2023

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!

@Mike · July 2023

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 · July 2023

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.

rpeirce · March 2024

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 · June 2025

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

Jim_Harman · July 2025

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.

NotACPA · July 2025

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.

piyushjain · October 2025

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.

hskaplan · January 18

Quicken’s fixed Investing account groups (e.g., Brokerage, Retirement) are limiting for accurate financial analysis and tax planning.

In particular, grouping Roth accounts together with Traditional, SEP, SIMPLE, and Inherited IRAs under a single “Retirement” heading is misleading and analytically incorrect. Roth assets are tax-free, have different withdrawal rules, no RMDs for the owner, and are treated very differently in retirement, estate, and cash-flow planning.

Users cannot see accurate subtotals or summaries in the main Investing view, Net Worth view, or account sidebar. These are the very places where high-level allocation and tax-exposure decisions are made.

I strongly recommend that Quicken:

Allow user-defined Investing groups, or
At minimum, provide separate built-in groups for Roth vs non-Roth retirement accounts, or
Allow accounts to be assigned to a custom top-level Investing category

Many Quicken users now manage complex portfolios with a mix of taxable, tax-deferred, and tax-free assets. Treating all retirement accounts as equivalent no longer reflects how people actually plan, model, or make decisions.

This change would significantly improve clarity, accuracy, and Quicken’s usefulness for serious long-term planning — without breaking existing files or workflows.