Add an "Account" column/view to the Investments Portfolio page (edited)

Gerry C
Gerry C Member ✭✭
edited April 2024 in Feature Requests

Can you add the "Account" column to the Investment Holding view?
There is an option to select the account but selecting "All Accounts" could enabled an "Account" column so it shows where the holding belongs to.

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  • rickj
    rickj Member ✭

    It would be nice if there was a way to quickly see your entire investment portfolio separated by accounts on 1 page with listings including the specific holdings and market values in each account. Makes it much easier when trying to plan for rebalancing. Much like the portfolio layout in classic Quicken.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All, 

    This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here. 

    Thank you,

    Quicken Simplifi Community Support Team

    -Coach Natalie

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