Preferences to customize Quicken Mac Dashboard

PackerFan

Could you please add the ability to customize the Income & Expense Dashboard box. Presently the box is worthless, since it selects items from my investment transactions as well as the categories that I consider my actual income. I try to keep my investment income/loss separate. There are only certain categories that I would like to see in this dashboard box.

RioBlanco

It would be nice, if when viewing the Income and Expense, and Spending category pane of the new Home Dashboard, you could choose (much like in the investing dashboard) which accounts are to be included in this summary. I track multiple accounts in quicken and not all are relatable to a personal income and expense/spending Category. Thanks

Nehemiah

Keep The Overview Feature!!! I prefer to see a graph and quickly get to subcategories. I hope it doesn't take another 5 years to develop software to change the new dashboard. I like being able to "quickenly" click sub categories. The new Dashboard only allows spending by category. This is too general and a move backwards.

revbob53

I like the idea of the dashboard but it is of no value to me unless I can customize which accounts and categories are included.

jacobs

The Quicken Mac product manager has said previously that they will be adding additional customizations to the Home Dashboard cards in a future release. One driving case is the Income & Expense card added in the 6.12 release; a lot of users have stated this card isn't useful until they can exclude investment income in retirement funds, or all investment income. The Dashboard was introduced late last year, and the developers have made enhancements to it in each release since. It's not clear what controls they are adding, or when they will be released, but I'd expect to see some such changes in the next release or two. They are also expected to add a Bills & Income card to the Dashboard, to allow them to retire the old Overview page.

Devyn

I just added my vote, as this seems to be the most relevant and active idea thread. I'm most interested in the ability to choose which accounts show up in each card.

A prime example is excluding investment accounts from the Income & Expense card. It sounds like that's on the developers' radar, per @jacobs comment above. In our case, we also have two kids' accounts, and their income and expense is less relevant to me in this card.

Other cards could also benefit from selecting accounts, again investments or kids' accounts (or, conversely, they are relevant in other cards).

I'm less interested in resizing cards or other graphic control. Just some simple account selection per card.

Tomi

Dashboard is a nice feature and good first step. I don't use it that much, but when I do my primary frustration is that I have no way to determine which accounts are included in the various cards. So, I get data from investment accounts or ones that don't really need to be there. It would be good at a minimum if they would allow users to select which accounts are included.

jacobs

It would be good at a minimum if they would allow users to select which accounts are included.

@Tomi The developers have indicated that this is planned and coming sometime this year. Keep your fingers crossed!