Choose a date in Dashboard View

Why can't I choose a date in Dashboard view, like you can in Portfolio view? Also, why can't I just see the holdings only, i.e. increase the size of that tile. I could care less about Top Movers, Allocation by Security, or Allocation by Asset Class. I just want to see my holdings on for example, the last day of the previous month (as I make a quick comparison with a brokerage statement.) Wish I could go back to QM2007. If you own the IP for QM2007, could you please just go back and make the last version of that work with the latest version of Mac OS, and give folks the option of going back to something that was easy to use and intuitive?
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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Darren D said:
    Why can't I choose a date in Dashboard view, like you can in Portfolio view?
    You can:



    This was added in version 6.5. Are you not seeing this? Or are you seeking to do something different?


    Darren D said:
    Also, why can't I just see the holdings only, i.e. increase the size of that tile. I could care less about Top Movers, Allocation by Security, or Allocation by Asset Class. I just want to see my holdings on for example, the last day of the previous month (as I make a quick comparison with a brokerage statement.)
    You can't resize the cards in the portfolio view or close ones you don't want to see, but fr what you describe, you're using the wrong tool. Go to the Portfolio view, set the As of date to the end of last month, and set the filters to "Portfolio Value" and "Group by Security".  That gives you exactly what you describe: you holdings on a specific day to compare to a brokerage statement. I do exactly this every month to check my Quicken data versus my brokerage statements. (Plus, in the Portfolio view, you have the option to print or export the data, should you wish to.)

    Darren D said:
    Wish I could go back to QM2007. If you own the IP for QM2007, could you please just go back and make the last version of that work with the latest version of Mac OS, and give folks the option of going back to something that was easy to use and intuitive?
    Here, I'm afraid you're wasting your breath. Quicken 2007 was built on lots of old technology which no longer works or will fail to work as macOS continues to evolve. (The database was limited and prone to corruption; the entire user interface was built on a technology which doesn't run on modern macOS. Some of the technology used for online banking doesn't meet modern security standards. And on and on…)

    Although the process hasn't been smooth or fast, the development of a next-generation replacement for the much-loved Quicken 2007 has been underway for more than a decade now. They are not going to drop all that work and invest years in trying to revive an older generation of software built on tools which can't be modernized.

    In many ways, today's Quicken Mac offers functionality basically equal to Quicken 2007; in some ways, modern Quicken Mac is superior to Quicken 2007; and in some places, modern Quicken Mac is still lacking features from Quicken 2007. Little by little, and unfortunately more slowly than we would wish, the developers have been adding features users have been asking for; year by year, Quicken Mac becomes tangibly better as a replacement for the venerable Quicken 2007.

    There are hundreds of specific feature requests posted on this site. Some are impractical or unlikely, but many are good ideas to improve the user interface, to add features still missing from Quicken 2007 or Quicken Windows, or to expand some of the functionality of the program. It will take years for the developers to work through the list, but you can see the progress that's being made. (The Dashboard discussed above was just created less than a year ago, and has already been enhanced multiple times.) Asking the developers to just go back to the old program will be ignored; asking for specific features which are missing or inadequate will get attention. You should add your vote and comments to any of the Idea threads you would like to see rise to the top of the priority list, and create new Idea posts if there aren't existing ones for features you'd like to see. Don't expect immediate action or you'll be disappointed, but anyone who has been using modern Quicken Mac can clearly see that over time the program is getting better. 

    I don't know how long it's been since you switched over from Quicken 2007. Most of us found the initial transition somewhat jarring because so many things were different. But as you use the program for awhile, and you develop new eye-brain-hand muscle memory, most longtime Quicken Mac users find the current Quicken Mac at least acceptable, if not outright pleasurable, to use. It took me years to make the switch, but now I prefer modern Quicken Mac to ol' Quicken 2007. There are certainly some things which bug me, or which I miss from Quicken 2007 (give us Quick Math!), but I wouldn't want to go back at this point — I just want the developers to add some more features and functionality to make it more versatile.
    Quicken Mac Subscription • Quicken user since 1993