Family Enterprise tab

The Family Enterprise tab brings together cross-entity views of net worth, income, investments, asset allocation, and investment partnerships in one place. You can see your financial picture across multiple entities without switching between separate areas of Quicken.

The tab is organized into two subtabs: Entities and Investment Partnerships.

Tab-level controls

Three controls sit at the top right of the tab, across from the subtab headers.

Update Quotes refreshes the latest market values for your publicly traded investment holdings.

Contact Support opens the Family Enterprise Support dialog, which provides contact information for the Executive Care Team. From the dialog, you can also open the Quicken website to view team hours and schedule a callback. Callback appointments are available seven days a week, including weekends.

The ... (three-dot menu) provides these options:

Entities subtab

The Entities subtab gives you a cross-entity view of your financial life through four cards: Entity Summary, Income and Expense, Investments, and Asset Allocation.

Each card has its own entity selector in the top right corner, with the same options as the title-bar selector: your entity groups, individual entities, and Unassigned (accounts not assigned to any entity). The selection scopes the data shown in that card. A three-dot menu sits to the right of each entity selector and provides card-specific options.

How card layouts adapt to the entity selector

The Entity Summary, Income and Expense, and Investments cards share the same hierarchical layout, which adapts based on the entity selector:

The Asset Allocation card uses a different layout, described in that card's section below.

Entity Summary card

The Entity Summary card shows a hierarchical summary of your financial position.

Columns:

Three-dot menu options:

Income and Expense card

The Income and Expense card shows income, gains, expenses, and net income broken down by entity and entity group.

Date range selector. A date range selector to the left of the entity selector defines the time period the data reflects. Options: Year to Date, Last 12 months, Last year, Last 3 years to date, Last 5 years to date, Last 10 years to date, Last 25 years to date.

Columns:

Three-dot menu options:

Investments card

The Investments card shows investment performance across entities and entity groups. Three summary figures appear at the top of the card:

The table below the summary breaks these figures down by entity.

Columns:

Three-dot menu options:

Asset Allocation card

The Asset Allocation card shows asset allocation as horizontal stacked bar charts. Each row represents an entity or account, and the Total bar at the bottom represents the combined allocation across the current selection.

Unlike the other cards, entity groups do not appear as their own rows when All Entities is selected. Individual entities are listed directly. The behavior adapts based on the entity selector:

Asset classes are color-coded and identified in a legend at the bottom of the card: Unclassified, Domestic Bonds, Large Cap Stocks, Small Cap Stocks, International Stocks, Other, Cash, and Alternative.

Hover over any bar segment to see a tooltip that identifies the asset class and the percentage it represents within that entity or account's allocation.

Three-dot menu options:

Investment Partnerships subtab

The Investment Partnerships subtab is where you track and manage private investment partnerships. It brings together committed capital, capital call history, distributions, valuations, and performance metrics for each partnership.

From this subtab, you can track a partnership's full lifecycle: set up a new partnership, record capital calls and distributions, log and update valuations, and close a partnership when it has run its course. All activity is logged to an account register of your choosing, which keeps your partnership data integrated with the rest of your Quicken file.

The subtab contains two cards: Partnership Summary and Capital Calls.

Partnership Summary card

The Partnership Summary card displays a row for each investment partnership you track, with aggregate totals at the bottom. Each row shows the partnership name, creation date, and an Action link that opens partnership-specific actions.

Columns. Three of the columns display two values stacked within the same row: the top value reflects the column's first label, and the bottom value reflects the column's second label.

The Total row reflects aggregate figures across all partnerships and includes the total partnership count.

Action link options. Each partnership row's Action link provides:

When you first record activity for a partnership, such as a capital call, you are prompted to select the account register where the partnership's transactions will be logged. If you need a new account for this purpose, create one from Add Account for Investment Partnerships in the card's three-dot menu.

Three-dot menu options:

Capital Calls card

The Capital Calls card displays capital call activity as a grouped bar chart. Each bar segment represents an individual partnership's capital calls within a given year. Partnerships are color-coded and identified in a legend at the bottom of the card.

A dotted line runs across the chart representing your total committed but uncalled capital, the amount you have pledged to your partnerships that has not yet been drawn. As capital calls are made over time, this line steps down accordingly. This gives you an at-a-glance view of how much liquidity you should have available for future calls.

Three-dot menu options:

For more information

• About Entities

• Managing Entities and Accounts

• About Entity Sharing

• Associate a custom Portfolio view with an entity