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Graphs Should Allow for non-Zero Y-axis

John Larsen

When a chart or graph is representing a very large number (i.e. a stock price in excess of $1,000 or a net worth in the millions) it would be helpful if the y-axis could be set to be the range of numbers in the graph (i.e. stock price from $1,000 to $1,500) rather than starting the Y-axis at zero. Quicken has this option on a "Portfolio Value" graph on the Dashboard page. It would be a useful option on stock price and other charts where a user would have a more granular view of the information.

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Investment Reports

Reviewed

Status: Reviewed

Comments

Ps56k2

when looking at any of the investing related graphs - they become useless without a floor -
Trying to view changes in a range from 150 to 200 when the floor is ZERO is kinda meaningless.

Howard1

Yes. This has long been a sore point in viewing these graphs. If one has a graph in MS Excel, one can set the minimum and maximum, to allow for concise viewing. Kudos to Ps56k2 for having spoken up on this limitation.

Jim_Harman

There have been multiple requests for this enhancement but they have all been closed and archived because they have not received enough votes.

I encourage everyone to vote for this Idea by clicking on the little up arrow below the vote count in the top post.

In addition to the graphs in the Security Detail view, I would like the graphs in the investing, net worth, and account balances reports to allow for an automatic and/or user defined vertical axis range.

RussA

Agree. It renders many reports useless because it's difficult to see differentiation / trends. Many investment reports could benefit from this change.

smrichter

In addition, being able to plot on logarithmic scale (log scale) would be very helpful in comparing trends over time.

davidbeck1515

Quicken - Please address this functionality! Its great on the dashboard!!!! Lets add to reports too.

Ps56k2

https://community.quicken.com/discussion/comment/20439632#Comment_20439632

tnx - just noticed on the Dashboard - Portfolio Value - but not part of Net Worth

RussA

Please add the 'Y-Axis at Zero' option to all graphs. I think it works great on the Portfolio Value graph on the Home tab. Please add this option to all graphs where it makes sense to add it. Starting at Zero often makes the graph unintelligible to clearly view trends.

Quicken Jasmine

Hello @RussA,

Your idea has been merged into this already active Idea thread regarding the same request.

Thanks!

DoctorBrown

Yes, I too am very frustrated by this. That used to be the way the Security Details graph worked. Surely if it can be done for Portfolio Value, it can't be hard for other graphs.

RobM1124

I would like to make custom settings for Saved Reports which allow me to adjust the Y-Axis range (usually dollars) of my own personalized graph (reports). I can already adjust the X-Axis (time) and Interval, why not allow me to set parameters for the Y-Axis? The issue for me is that as the magnitude of the dollars get larger, you lose the perspective of how much change there is in the values across the intervals.

rjbailey_95066

https://community.quicken.com/discussion/comment/20437895#Comment_20437895

Yes! I've been asking about this for a while. How can we push this request to the Quicken developers?

Jim_Harman

How can we push this request to the Quicken developers?

This Idea currently has 28 votes; it needs about 50 to be considered for implementation.

To vote, click on the little up arrow below the vote count in the first post of this discussion. If the count goes down, it means you have already voted. Click again to restore your vote.

DoctorBrown

Given the current process, I have low confidence that these suggestions will ever be implemented. Only those people that feel motivated to speak out and come here will ever vote. IMHO that is a small minority of users. The rest, will muddle through using whatever Rube Goldberg methods they can glean from others or this forum. I don't see things ever getting enough votes to implement. Unless Quicken reaches out and asks the less motivated if the improvement is a good idea and desired.

Jim_Harman

@DoctorBrown I agree with your frustration with the lack of Windows enhancements that are based on Idea posts.

I reviewed the Release Notes for 2024 and 2025 and did not see ANY Idea-based enhancements, even though there are 29 Windows Ideas that have met the hurdle of about 50 votes and are "Under Consideration" or "Planned." Some of the Planned Ideas have been in that state for several years.

rhoadester99

Totally agree. When I plot my net worth over time, it can vary by a lot but it still looks like a straight line. I need to export to excel and then create the graph there.