No Planning tab on dashboard

jdmachen

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Chris_QPW

The "Planning tab" isn't part of the dashboard.

It is a tab below the toolbar:

Make sure the Planning tab is selected to be visible:

View → Tabs to show → Planning.

If the whole tab bar is missing, then it means that you are using Classic menus and have turned it off in the preferences. You can either turn it back on or you can get to the same planning features by just selecting the Planning menu at the top of the Quicken window:

For the switching to Classic menu you can select it on the View menu.

For the view tabs option it is under:

Edit → Preferences → Navigation

jdmachen

No option to even add Planning tab to dashboard so I can create a budget. How do I find it? Video said it was under View and show tabs but I cannot see that. Using Windows 11.

Chris_QPW

The "Planning tab" isn't part of the dashboard.

It is a tab below the toolbar:

Make sure the Planning tab is selected to be visible:

View → Tabs to show → Planning.

If the whole tab bar is missing, then it means that you are using Classic menus and have turned it off in the preferences. You can either turn it back on or you can get to the same planning features by just selecting the Planning menu at the top of the Quicken window:

For the switching to Classic menu you can select it on the View menu.

For the view tabs option it is under:

Edit → Preferences → Navigation

jdmachen

I found everything, thank you! You made it easy.