Quicken Dashboard

Phil A.
Phil A. Quicken Windows Subscription Member ✭✭
edited October 20 in Investing (Windows)

Prior to R58.14, I had my investments by account and security shown where the dashboard is now located on Quicken. I had the security name, market value per share, total market value, cost, ITD gain or loss and daily gain or loss. This made it quick and easy for me to review the various accounts and gauge how the market values are holding up. It also made it simple to update the market price per share for each security, which I typically do monthly. I then was able to agree these values/total value to the broker account monthly statement. Now, I do not see any way to accomplish this in Quicken. Is there a way in Quicken to resurrect this setup?

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    When looking at the Home tab, there usually are two or more subtabs, the new Dashboard being one of them, the other(s) being the old, traditional Home tab views, e.g., My Money.

    Cap36 menu bars.PNG

    Does your old, classic view page still exist in the list of subtabs?
    If so, click on it to see if that's the view you're expecting.

    If you want to see a different Home subtab to be the Default View when Quicken starts, please go into Edit / Preferences / Startup and select that subtab name as the one used in "On Startup open to: [___]"

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