Quicken New Dashboard

maxwelwp

Finding the new dashboard somewhat useful however would like to know how to "lock" the displays to "this month". Seems to revert back to "last 30 days" on the tiles that have this feature when reopening Quicken

Chris_QPW

Hmm.  For me the only two that I can set to "This Month" are "Top Spending Categories" and "Top Payees", and they do hold their settings when closing and restarting Quicken.  There are other settings that aren't saved though like the "Y-axis at Zero" and the "Securities" (instead of Holdings) as described here:
https://community.quicken.com/discussion/comment/20197892

They did mention in the release notes that this is just the start, so hopefully they will work out these problems.

cdennett

Another item. Under Top Payees, it includes payments of a credit card statement as well as charges made with that credit card. Sort of double dipping. Credit card payments are usually a transfer from one account (checking account in my case) to the credit card company. I would think these types of payments should not be included in Top Payees.

Chris_QPW

cdennett said:

Another item. Under Top Payees, it includes payments of a credit card statement as well as charges made with that credit card. Sort of double dipping. Credit card payments are usually a transfer from one account (checking account in my case) to the credit card company. I would think these types of payments should not be included in Top Payees.

That is an interesting observation.  I don't think I have a strong opinion on this one way or another (but lean towards your viewpoint) because it could any transfer and others might consider for instance a payment to their loan a "payee".

On the other hand the biggest numbers I'm going to get will always be transfers.  Either to pay off credit cards or just transferring money from one account to another, so it sort of means that most of that "card" will be filled not with what I send money on the most, but just these transfers.

artg

Good morning Community.  I'd like to expand on @Chris_QPW comment about the Y-axis.  Specifically, I have written (along with other Community members) about the ability to "reset" the Y-axis on other reports such as projected balances.  I'm elated that the "Portfolio Value" in the dashboard allows us to unlock the Y-axis at zero.  For what it's worth I'd just like to see that option expanded now that Q has figured out how to write that code into the application. 

Meredith P

I agree with previous comments. The "Top Payees" probably shouldn't include credit card payments or other transfers. I might argue that Savings Transactions shouldn't be there either. Not actual payee spending. And the fact that the box on "Y-axis at Zero" doesn't stay unchecked is really annoying. And I've only had this version for a few days. I assume more Dashboard boxes are coming, perhaps customizable with their own settings that stick?

Amy

The Y-Axis at Zero option now available on the new Home Dashboard Portfolio Value graph gives me hope that this will soon be available in the Security Detail View graphs. Unfortunately the Security Detail View graphs were rendered near useless with a prior update that forced the Y-Axis to start at zero regardless of the Y-axis data range for the time range specified. This feature of the Dashboard Portfolio Value graph will fix that problem. Good work and hope to see the Security Detail View graphs inherit this great feature ASAP!

maxwelwp

@Meredith P
I might agree transfers could probably be left out of the top payees list as you are just moving resources from one account to another and still under your full control. Not sure I care one way or the other however it does bring visibility to the action.
I wouldn't consider a credit card payment a transfer however and it should remain a candidate for the list. It is a payment to a business and the funds used are no longer within your reach. The money used to pay the credit card bill could, and usually a major portion is, from a previous month.
I would also prefer the credit card charges remain on the list. If credit card charges were left off the report, I probably wouldn't see most of my expenses as I use credit cards for every expense/purchase that I can including most monthly bills. This way I can maximize cash back benefits from those cards.

Chris_QPW

maxwelwp said:

@Meredith P
I might agree transfers could probably be left out of the top payees list as you are just moving resources from one account to another and still under your full control. Not sure I care one way or the other however it does bring visibility to the action.
I wouldn't consider a credit card payment a transfer however and it should remain a candidate for the list. It is a payment to a business and the funds used are no longer within your reach. The money used to pay the credit card bill could, and usually a major portion is, from a previous month.
I would also prefer the credit card charges remain on the list. If credit card charges were left off the report, I probably wouldn't see most of my expenses as I use credit cards for every expense/purchase that I can including most monthly bills. This way I can maximize cash back benefits from those cards.

I don't think there is any way that Quicken can identify "the transfers I'm interested in" and filter out the ones that you aren't interested in.  I stated it that way instead of "credit cards" because I could definitely see others state they want to see a mortgage payment transfer for instance.

So I'm guessing an option to include transfers or not, or maybe even better allow the user to filter by categories/transfers they select is what is needed.

JP

Regarding top payees; The credit card payment/transfer is a payee. The simple answer is have a dashboard Spending leaf or of course an editable report that the leaf uses