Provide "Account Type" display option to limit accounts displayed

William2100
William2100 Quicken Windows Other Member
edited November 2025 in Display/UI

In several displays (like Transaction Matching, Holdings, etc) being able to limit the accounts displayed would be useful. For example, being able to display only option accounts or ETF accounts when matching transactions. This would reduce the accounts displayed to only those considered for matching/display.

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  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    ETF accounts? Option accounts? How are those account types within Quicken? Seems to me you may have a unique account structure of your own creation.

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