Investing->Portfolio: Add "Account Type" in Group By

piyushjain · October 14

Investing accounts have an "Account Type", for example, Brokerage, 401K, Traditional IRA, Roth IRA etc. It is very useful to view investing reports broken up by Trad IRA vs Roth IRA etc. However, it is not possible to report based on these criteria. I suggest adding "Account Type" to the Group By dropdown in the Investing Portfolio view.

Jim_Harman · October 14

There have been other requests to support user definable account groups, but this might be a good start.

Or you might want to comment and vote on this Idea. It needs about 20 more votes to be considered for implementation.

https://community.quicken.com/discussion/7854575/create-account-groups-5-merged-vote

Investing->Portfolio: Add "Account Type" in Group By

Reviewed · Last Updated November 11

Comments

Categories