Separating Retirement Accounts from Other Investments on Sidebar

mbrown305's Avatar


14 Jan, 2018 03:30 PM

I saw someone asked back in MD2009 for the ability to separate retirement accounts from other investments. The response was that it should be easy to do and it would be reviewed for future releases. We're in MD2017 now and I still don't see the ability to do this nor can you create a parent account to nest them underneath. Is there a way to do this so that I can group and view my retirement accounts separately from regular investments?

  1. 1 Posted by -Kevin N. on 14 Jan, 2018 07:29 PM

    -Kevin N.'s Avatar

    Hi mbrown305,

    If I understand you correctly, the only way that I know of is to name the accounts in such a way that they segregate themselves. e.g. Append a alphanumeric to the beginning of the account name.

    1-Brokerage Account A
    1-Brokerage Account B
    2-Retirement Account A
    2-Retirement Account B


    A-Brokerage Account 1
    A-Brokerage Account 2
    B-Retirement Account 1
    B-Retirement Account 2

    They will continue to be listed under the one heading 'Investments' however.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by mbrown305 on 17 Jan, 2018 01:15 AM

    mbrown305's Avatar

    Thanks Kevin. I saw someone suggested that and it is an option although not preferable. I thought that after 8 years MD would have implemented the improvement. I would like a separate break out on the sidebar for retirement accounts which probably means a different classification than investment (i.e.Retirement). Otherwise allow a custom heading on the sidebar where I can group together any accounts I want.

  3. 3 Posted by Ian O on 17 Jan, 2018 09:04 AM

    Ian O's Avatar


    The accounts in the sidebar are currently listed in alphabetical order only. There is a suggestion in our system, regarding the the implementation of 'Custom sidebar order'. I've attached the ticket to this discussion and will pass your feedback to the developers. We'll notify you of any updates within this thread.

    Ian O
    Infinite Kind Support

  4. 4 Posted by mbrown305 on 18 Jan, 2018 12:56 AM

    mbrown305's Avatar

    Thanks Ian. It would be nice to have a user defined category in the sidebar with a choice of accounts to group underneath it.

  5. System closed this discussion on 19 Apr, 2018 01:00 AM.

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