On Dashboard, inconsistent options for viewing Cards

jmebbs

Neither Top Spending Categories nor Portfolio Value have an option for Last 12 months even though Net Worth does. It couldn't be that hard to make these Cards more usable.

Quicken Kristina

Hello @jmebbs,

Thank you for coming to the Community and sharing your feedback! You're not the only one who would like to see a "last 12 months" option added to the portfolio. I recommend that you visit this Idea post and add your vote and a comment:

Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard

Chuck56

Jul 5, 2023

It would be a nice add to allow users to have the option to see 12 and 24 month views of their portfolio history on the Portfolio Value card on the Home dashboard..

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View Post

You could also add your vote and a comment to this Idea requesting consistency across all the dashboard tiles:

Home Dashboard - Recommendations

ap@

Sep 15, 2023

The Home:Dashboard is limiting and non-consistent. For example, the Net worth trend includes "Last 12 months" where as the income & Expense and Portfolio trend do not. Each of the cells on the dashboard should include the same lookback periods. This allows the user to customize the entire dashboard for a specific period. Secondly, The dashboard is very limiting. In future updates would it be possible to allow the user to add custom trends and lists?

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View Post

Aside from the more general request above, I am not yet seeing any Idea posts specifically asking for the 12 month view to be added to the Top Spending Categories tile. If you would like to create an Idea post requesting that feature be added, you can use this link for instructions on how to do so.

I hope this helps!