Adding new category of accounts

VGORnovice
VGORnovice Quicken Windows Other Member

I wish to split my investment accounts into to sub-categories.

It doesn't seem to be able to be done in quicken deluxe.

I have started each account that I want to group by adding a 1st letter (i.e. Z) to each subaccount. Then, I paste the account report into a spreadsheet where I can use a template to total the subaccounts.

Any better Ideas.

Comments

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quicken 2007 for Windows used a set of files all named the same with these extensions:

    Quicken 2005, 2006, 2007, 2008, and 2009

    • QDF (primary file)
    • QEL
    • QPH
    • IDX

    You need to make sure that you copied ALL of those files and put them all in the same folder.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list