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Workaround for Asset Class? Quicken for Mac Canada

WindyCityGirl

Hello,

I'm wondering if there is a workaround for the fixed asset class drop down menu in Quicken for Mac Canada. The current listing is fixed and does not allow me to 'customize' to add my own categories (or subcategories to the fixed choices).

I want to classify my investments by sector such as consumer goods & services, manufacturing & industry, finance, resources & commodities, utilities.

Does anyone have work around to achieve this objecjective? I really don't want to go back to a spreadsheet to track this.

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Comments

Coach Kristina

Hello @WindyCityGirl,

Thank you for reaching out to the Quicken Simplifi Community! If you need help with Quicken Classic for Mac, I recommend that you reach out to the Quicken Classic Community, since they will be better able to help you. Here is the link to the Quicken Classic Community: https://community.quicken.com/

I hope this helps!