Limitations of What I can Display on My Summary View

Pat Sills

I can create all sorts of reports and graphs under the Reports tab, and then save these to My Saved Reports and Graphs. But then, if I want to display one of these in My Summary View I cannot as I am limited to a restrictive set of reports and graphs chosen from the Customize View menu. This is very frustrating.

Specifically, and I have written about this before, I cannot display an Income donut graph analog to the Expense donut graph. I can create exactly the Income donut graph that I want but cannot display it in my Summary View.

Further, on the subject of Income reports, one of the available reports that can be viewed in My Summary View in Income Year-to-Date. This is stupid because everywhere else in Quicken a time period like Year-to-Date is a variable like last 12 months, last year, etc.

My request for enhancement is to allow users to display any preexisting report or graph in My Saved Reports and Graphs to My Summary View.

Thanks,

Ken Sills, 20 year Quicken power user