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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Planning tab not visible
Eric3141
My screen says Quicken 2019, but I'm paying a yearly subscription and get regular updates to the software so think I have the current version.
The planning tab (along with the whole ribbon at the top of the screen) is not visible.
It was earlier today and now it's gone.
I really need that to see the budget I'd created.
Under View I only see:
- Use Large Fonts
- Use Popup registers
- Show toolbar (which is currently checked)
- Customize toolbar
- Account bar
- Show Quicken setup
- Show To Do bar
- Full screen
How do I see my budget?
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Accepted answers
Eric3141
@Damian
That worked! Thank you!!!
All comments
[Deleted User]
@eric3141
- go to Edit->Preferences->Navigation and make sure that the "Use Tabs" checkbox is marked. You may need to toggle the "Use classic menus" above it to allow you to choose it. Then check under View for "tabs to show".
Eric3141
@Damian when I go to Edit->Preferences->Navigation I don't see a "Use Tabs" checkbox nor a way to toggle classic menus. On the navigation all I see is:
Account Bar
- Show account bar checkbox.
- Other options: show Quicken toolbar checkbox & Dock sidebar left or right checkbox
Bills, Income, & Transfer
- Show bills with income transfers checkbox
I've gone thru all the preferences and "use tabs" and "use classic menus" are not listed under any of them.
Ideas?
Eric3141
Now I've tried View > Show Quicken setu and the blue ribbon that has Planning tab on it is back. And if I toggle Show Quicken again it's still there. I don't think what I did made it come back.
If you can tell me where to toggle it then I'd appreciate that.
[Deleted User]
Here is a screen shot of the options -
[Deleted User]
It could be that you are on an older version of Quicken. Or the Starter version? You can confirm this by going into Help->About Quicken.
Eric3141
@Damian
- This is what I see under preferences:
image.png
Eric3141
@Damian
-- this is the version of Quicken I'm using:
image.png
[Deleted User]
@Eric3141
- You are using the Quicken Starter edition and the only planning feature available is a monthly buget. But, it sounds like you have it back. I think the other way to access the monthly budget is on the Home Tab. That is also why your settings are a little different than mine.
[Deleted User]
@Eric3141
- I think I may know why your "blue ribbon" disappeared. If you go over to the far right of your Title Bar, you will see a "^" symbol. If you click on it, it will toggle your tabs or "blue ribbon " to appear or disappear.
Eric3141
@Damian
That worked! Thank you!!!
[Deleted User]
@eric3141
glad that did the trick. There are many ways to do things in Quicken. Each user has their own preference. But, sometimes, it's like an "Easter Egg" hunt to find the "secret key".
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