Customizing Mac Dashboard Accounts

UserSince92

Is there a way to edit the accounts that show up on the Q dashboard cards?

Jon

Not really, no. You can mark accounts as Separate but that also excludes them from reports and other features.

jacobs

The Quicken Mac product manager has said that they will be adding some user controls regarding accounts for Dashboard cards in a future release. (This issue came up primarily when the Income & Expense card was introduced in the previous release, and many users wanted to exclude retirement income or all investing income in order to see their "operating" income versus their expenses.) We don't know what amount of settings controls they will be adding, or when it will be released, but we've been told that it's coming!

UserSince92

Great thanks guys. I migrated from Quicken Windows a few years back, and struggling with the functionality or lack thereof. Nothing but hope for the future, but thanks again for the speedy responses!

Jon

Not really, no. You can mark accounts as Separate but that also excludes them from reports and other features.

jacobs

The Quicken Mac product manager has said that they will be adding some user controls regarding accounts for Dashboard cards in a future release. (This issue came up primarily when the Income & Expense card was introduced in the previous release, and many users wanted to exclude retirement income or all investing income in order to see their "operating" income versus their expenses.) We don't know what amount of settings controls they will be adding, or when it will be released, but we've been told that it's coming!

UserSince92

Great thanks guys. I migrated from Quicken Windows a few years back, and struggling with the functionality or lack thereof. Nothing but hope for the future, but thanks again for the speedy responses!