Income Doughnut Graph for My Summary View

Pat Sills

Hi,
From the Customize View menu I have created an Expense doughnut graph that I display on the Home page, My Summary View. I customized this display by choosing the accounts, categories, and time frame that I desire. Nice!

Now I want to build and display an analogous graph/display for Income (salary, dividends, pension, social security, etc.) All the necessary accounts and categories exist. But I cannot find this analog in any of the display options for My Summary View. Am I missing something?

A summary view of GoesOuta is of limited value if I can't see what GoesInta. I have a report that shows GoesInta and GoesOuta cash flow, but I'm looking for the summary doughnut graph.

I'm using the latest Quicken for Windows subscription.

Thanks, Ken

Sherlock

The analog is achieved by customizing another Expense item in a Home view with the desired accounts, income categories, and time frame.

Pat Sills

Thanks for reply, but that doesn't work. The expense graph does not recognize any category that is a net negative. Give it a try; you'll see.
Ken

Sherlock

Pat Sills said:

Thanks for reply, but that doesn't work. The expense graph does not recognize any category that is a net negative. Give it a try; you'll see.
Ken

I thought I did try it before I posted and it worked as expected.  Now, it appears I may have been viewing the full graph.  In my opinion, it should work the same way in the Home view item but apparently it doesn't.  If you haven't already, I suggest you report the issue: select Help > Report a problem...

By the way, I've always thought the In/Out/What's Left  item did a better job for comparative purposes.