Add ability to customize Report Titles displayed on "View" Tabs

DisplacedHoosier Member ✭✭✭✭
I have multiple graphs displayed on my "Home View" in Quicken. It would be great to have the ability to customize the graph titles shown on the page. Here's a use case... I have multiple portfolio value graphs displaying different combinations of accounts. Currently, they all are titled.. "Portfolio Value Graph By Account". It would be great to have the ability for the user to create a custom display title for these graphs... For example "Our ROTH Accounts", "2020 Brokerage Accounts", etc. The only way to confirm what accounts are included currently is to go to each reports settings individually... Thanks!
8 votes

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  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    I have asked for this in the past and I am still waiting.  Hopefully we can get some traction on this.   It would seem to be a relatively easy change in the grand scheme of things.  
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • Lightfader
    Lightfader Member ✭✭
    The ability to add a custom title to any report or chart would be very helpful . It would also add to the usefulness of views set up on the home page where different variations of the same chart (e.g: only retirement, only stocks and shares etc) carry the same title . As another user said .. seems a small but very useful change in the grand scheme of things
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    To be clear, you can already specify titles for saved reports, where "reports" are what you see on the Reports menu. You can also specify names for the Home tab views.

    This request applies to the panels on the Home tab views.
    QWin Premier subscription
  • DisplacedHoosier
    DisplacedHoosier Member ✭✭✭✭
    edited November 2021
    This function would be very helpful for reports on the home tab views.  For example, I have a view that reports many different portfolio values over time, but there is no way to title the reports to designate them differently.  Each says "Portfolio Value by Account"...  When I would like to be able to title them to say "ROTH IRA value", for example.

    This is one of those features people don't realize they want, but will add a lot of value to the overall utility of the program.
  • Glenloch
    Glenloch Member
    I would very much like this feature for the exact same reasons as outlined above. I track net worth by different definitions but the graphs all have the same title. I also track cash flow in different subsets of accounts alas all have same title. The ability to put a title on a customized graph view would be extremely useful.