Customizing Mac Dashboard Accounts

UserSince92
UserSince92 Member ✭✭
edited May 2023 in Reports (Mac)

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

Best Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓

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

    Quicken Mac subscription. Quicken user since 1990.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓

    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!

    Quicken Mac Subscription • Quicken user since 1993
  • UserSince92
    UserSince92 Member ✭✭
    Answer ✓
    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!

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓

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

    Quicken Mac subscription. Quicken user since 1990.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓

    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!

    Quicken Mac Subscription • Quicken user since 1993
  • UserSince92
    UserSince92 Member ✭✭
    Answer ✓
    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!
This discussion has been closed.