Tabulator Box

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Kurt C
Kurt C Member
edited October 2023 in Product Enhancements

Include a field (top right?) that would allow the user to show the balance of selected quicken accounts. For example if you have say three account balances that you always want to know the total for; show the total in this field.

Presently I have multiple accounts that each day I must add together manually

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    You appear to be using QWin and I can only speak to QMac, but I think this applies… Create a Net Worth report that's customized to include only those three accounts and save it as a custom report. That, at least, will add up the account values for you without having to do so manually.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited September 2023
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    In Quicken Windows you can turn on the Dashboard on the Home tab an in a Net Wort card change it to only have the accounts that you are interested in. Provided that they are all assets there is a total for them at the bottom (and one for the liabilities). The only negative I see is that it doesn't show cents.

    EDIT you can also do it the way @RickO suggested.

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  • RickO
    RickO SuperUser, Mac Beta Beta
    Options

    On the Mac side, unfortunately, there's not the option to customize which accounts are included in the Net Worth card on the Dashboard.

    Quicken Mac Subscription; Quicken Mac user since the early 90s