Community Discussion: Rearrange Accounts in Separate Account Section
Found at:
As the discussion subject says, the original poster wants to be able to "rearrange accounts" in the "Separate" account section (in the Quicken Account Bar, I assume). The op seems to believe that there is no ability to do that already: fortunately for him, he's wrong.
Background:
1.) Quicken accounts can only be rearranged WITHIN their Quicken Account Group/Subgroup. So checking accounts can ONLY be rearranged within their Quicken Account Subgroup (Checking): A Quicken checking account can not be displayed with (rearranged with) Quicken investment accounts, nor even with Quicken savings accounts. But ALL Quicken accounts can be rearranged within their designated Quicken Subgroup (*).2.) There is no Quicken Account Subgroup, "Separate": accounts appearing in the "Separate" section of the Quicken Account Bar retain their original account Subgroup ("Account Type", seen in the Account "Edit Account Details" dialog). So a Quicken "checking" account remains in the Quicken "checking" account Subgroup, even when is is designated as "Separate".
The bottom line is that every account in the "Separate" section of the Quicken Account Bar can be rearranged (in relation to other accounts in the "Separate" section) just as if the account were not "Separate".
To do that:
- Go to the Account List
- Select the account to be "rearranged"
- Click the Up (or Down) arrow until the account has been moved to the desired position.
If the account that was rearranged is a "Separate" account, and the Account List "move" changed the positional relationship between the "rearranged" account and any other "Separate" account that is part of the same Quicken Subgroup, then that new positional relationship will be reflected in the "Separate" section of the Account Bar.
Conclusion: No new Quicken capability is necessary to satisfy the wish expressed in the Community Discussion.
[(*) If the Quicken account to be rearranged can be (and is) "displayed" (by changing its "Intent") in a different Subgroup than its default Subgroup, then it can also (and ONLY) be "rearranged" within that alternate Subgroup. So a Quicken Checking account displayed in the Investment Subgroup can only be rearranged within the Investment Subgroup]