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What happened to the Portfolio icon on the toolbar?

John Wagner

I have always had a "Portfolio" icon on the toolbar that took me directly to my portfolio view. After I removed the "Backup" icon due to the recent change to its function, my "Portfolio" icon is now missing. I have tried to edit the toolbar to add the portfolio view back to the toolbar but cannot find anything in the list of items to add the portfolio view to the toolbar. I now have to the view by selecting the Investing -> Portfolio tabs. Why take away useful shortcuts on the toolbar?

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Accepted answers

GeoffG

You will need to change your view setting to Classic Menus. This opens Quicken to all the view options.

All comments

UKR

When you go into Customize Toolbar, look for a little checkbox with text Show all toolbar choices. Make sure there's a checkmark in the box.

You should now have a much longer list of toolbar choices, with several "Go to Investing ..." options.

John Wagner

Thanks! I should have mentioned I was already looking at the long list. The short list has almost nothing in it. That said, I do not see several "Go to Investing ..." options. I sense I must be doing something wrong, but I just can't find anything that remotely resembles what I am looking for.

Sherlock

I've always just pressed Ctrl + U.

Either of these should be equivalent:

Image: https://us.v-cdn.net/6031128/uploads/editor/vz/oyjclzkdcqtc.png

John Wagner

Wow! How do you have all those "Go to..." choices? I have nothing like that.

2021-08-10 (2).png

GeoffG

You will need to change your view setting to Classic Menus. This opens Quicken to all the view options.

UKR

John Wagner said:

Wow! How do you have all those "Go to..." choices? I have nothing like that.

What version, edition level (Starter, Deluxe, etc.) and release (R xx.xx) of Quicken are you using?
US, Canadian or other country version?
Click Help / About Quicken to get this information.

John Wagner

> @GeoffG said:
> You will need to change your view setting to Classic Menus. This opens Quicken to all the view options.

Thank you, so much!!! That was it. 😊
Don’t know how that got set to "Standard Menus (recommended)" LOL

Thank you all for your help.

GeoffG

That's an issue I've had for sometime that confuses newish users. It really should be called Advanced, not Classic.

Sherlock

GeoffG said:

That's an issue I've had for sometime that confuses newish users. It really should be called Advanced, not Classic.

While they're at it, they should rename Standard to Simple.

Chris_QPW

Sherlock said:

GeoffG said:

That's an issue I've had for sometime that confuses newish users. It really should be called Advanced, not Classic.

While they're at it, they should rename Standard to Simple.

I personally don't think that, at least originally, the intent was Advanced/Simple.

The point was to remove that very long system menu in favor of the tabs.

But what seems to have happened is that they didn't implement everything on those tabs or anticipate that there would be such a big resistance to removing it. So they left it in and allowed for toggling in between.

These days I think almost everything that is on the "Classic Menus" is somewhere else on the tabs and such. The emergency records program that they have been trying to kill for years is probably about the only exception.

BTW as a side note "Mobile & Web" shouldn't be on the "Standard Menus", it has its own tab.

Mark McKenzie

> @GeoffG said:
> You will need to change your view setting to Classic Menus. This opens Quicken to all the view options.

That's not exactly correct. I found that you also have to go to the View->Tabs to Show and activate the investment tab. If this is not selected, then the portfolio items do not show up in the toolbar list.