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These are the asset classes Quicken uses.





Add a custom asset class

In addition to Quicken's defined asset classes, you can add up to ten custom asset classes.

  1. Open your Security List (CTRL+Y).
  2. Select the stock you want to assign a custom security type to.
  3. Select Edit.
  4. Under Asset Class, select Customize.
  5. Rename any of the custom categories listed.

  6. Select Customize.  
    That asset will now be assigned to the custom Asset Class, and future Assets can also be assigned to that Asset Class.

    Quicken’s pre-defined asset classes cannot be edited.

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