Customizable home screen (45 Legacy Votes)

Stephen Gardner

I want to be able to customize the content and look of the home screen. I'm not a fan of the pie, would rather see bars. Would like the home screen option to include the calendar view and upcoming bills rather than a separate tab on Mac 2017

Stacy Martin

I agree. I have been waiting for years for Quicken to change this. why why why can't you give users more control over the items in the views. how big the windows are, etc. I have a large monitor and the way quicken displays the charts and graphs is asinine. You have one pie chart in the middle of the screen with several inches of white space on each side. some items go side by side but some only go all the way across. Why can't I decide how big I want the graphs? what type they are and now in 2017 I want to control what color they are.

smayer97

You want to add your VOTE for this related feature to Have Separate Views/Tabs, here: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-have-separate-views-tabs-in-quick...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of the page, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

 

smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

• List of Requests for Report Types
• List of Requests for Report Related Features
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• List of Requests for Reconciliation Process
• List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
  
• Add QuickMath functionality
  
• Loan Amortization
  
• List of Requests Related to Investments
• True multi-currency conversion support
• List of Requests Related to Budgets
  
• List of Requests for Data Entry and Usability Options and Features
  
• List of Requests for User Interface Options and Features
  

and many others.

Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!


(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

hyperstock

This reply was created from a merged topic originally titled I would like to be able to customize my home tab my way on the Mac Quicken App..


The current home tab in Quicken for Mac only has three reporting areas that can not be customized to view what you want to view.  As a long time windows user, the windows version allowed you to customize what you wanted to see in your home tab.  I think this is a great way to get a snapshot of your financial picture the way you want to see it.  Please vote for the ability to customize your home tab

hyperstock

Add the ability to customize the home tab with information we want to see. Current tab feels like it has been left for dead and not very useful . Would be nice if the Mac version would be more like the Windows version that allows for creating tabs in the format and information we want to see.

Underdog

+1 for being able to customize the Home tab in the Mac version, just as can be done in the Windows version.

jacobs

@Underdog Typing "+1" in a post doesn't change the vote count; you need to go to the top of the page, find the blue box under the first post, and click the little gray arrow to make the counter go up. The more votes an idea gets, the more likely it is to be acted on by the developers.

bobsully

Is there a way to customize the Home/Overview tab so it defaults to Spending with filters applied. Mac 2019. If not can you direct me to suggesting this as an enhancement I can vote for?

Quicken_Tyka

Hello @bobsully

Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

I have moved your post to the ongoing Idea thread.

Be sure to navigate to the top of this post and click the up arrow to add your vote!

Ideas are reviewed by our development team to see what people would like to be available in the future.

Thank you,

-Quicken Tyka

meroni1

Need to add the ability to configure what the Home screen charts are shown and tracked. The Quicken web has more information than the Mac product. Net worth and Investment summary should be part of the Home screen.

jacobs

@meroni1 There is an existing Idea thread for a customizable home screen:

[removed self-referencing link]

This one may get merged with that, but you should visit that thread and cast your vote (click the little gray arrow under the vote counter in the blue box).

there are lots of thoughts about exactly what users should be able to put on a Home screen; hopefully, the developers will review the entire thread for ideas if they consider making changes in this area of the program.